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Retirement Planning 101: How to Calculate Your Income Using a Safe Withdrawal Rate

by SRP | Mar 29, 2023 | Home, Retirement Planning, Videos

Ryan discusses the best way to calculate income using a safe withdrawal rate. Calculating Income with a Safe Withdrawal Rate One thing that is heavily discussed in the retirement planning industry is what rate is considered to be a “safe” withdrawal rate....

What Amount of Money Do I Need for Retirement?

by SRP | Mar 24, 2023 | Home, Retirement Planning, Videos

Ryan details what SRP likes to analyze to know if an individual is ready to retire! Amount You Need to Retire This is one of the top questions clients ask and one that many people want to know. The truth of it is, there are many factors that determine whether you have...

Retirement Planning: How to Accurately Estimate Your Future Rate of Return

by SRP | Mar 15, 2023 | Retirement Planning, Videos

Ryan explains estimating rate of return in retirement. Estimating Rate of Return How do you estimate future rate of return in retirement? We like to look into our crystal ball to know exactly what will happen in the future. No, unfortunately this isn’t true and...

What is a Reasonable Rate of Return in Retirement?

by SRP | Mar 1, 2023 | Retirement Planning, Risk Management, Videos

Ryan speaks to what Rate of Return to aim for in retirement. Rate of Return in Retirement We always like to think that rate of return is a function of risk. Meaning, that the higher the risk you may want to take, the higher the rate of return might be. On the flip...

How Safe is the 4% Withdrawal Rate for Retirement?

by SRP | Feb 25, 2023 | Investing in the Stock Market, Retirement Planning, Videos

Ryan shares SRP’s perspective on the reliability of the “4% plan” in retirement. SRP’s Approach to Annual Withdrawal Rate There is a lot of research available on the validity of the 4% withdrawal rate in retirement. The idea is that, in any...

Retirement 101: The Optimal Withdrawal Strategy for a Secure Retirement

by SRP | Feb 15, 2023 | Retirement Planning, Videos

Gabe puts the ‘S’ in SRP with this brief guide to strategic retirement planning. What is the Best Retirement Withdrawal Strategy? The optimal strategy for retirement typically consists of the following key factors: Social Security income Pre-taxed 401k...
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