Jan 31 2025 27 mins 20
If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals.
In this episode, we discuss:
- How income strategies have evolved
- Why retiree spending changes
- What makes an income strategy “flexible”
- How to know which income strategy is best for you
Today's article is from Morningstar.com titled, The Best Flexible Strategies for Retirement Income. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
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Show Notes: RetireWithPurpose.com/481
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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
