The 4% Rule: Is it Safe for Your Retirement Income Strategy?
Gabe touches on SRP’s stance on the validity of the 4% rule. How Safe is the 4% Withdrawal Rule in Retirement? Now this question depends on the individual. But, it is a great rule of thumb for retirees who have a balanced portfolio and are planning a 30-year...
SRP did it again! Forbes Top Next-Gen Wealth Advisors for 2022
Gabe Lapito has been named to Forbes Top Next-Gen Wealth Advisors for 2022. This is the 6th consecutive year to receive this honor. The list was published on 8/3/2022. 2022 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. Presented in Aug 2022 based on...Bear Market: What is your Response?
We’ve hit our 3rd bear market in the last 43 months. A bear market is when the market drops 20% from it’s high. What does this mean for you and your retirement plan? Is this normal? Listen in as Gabe and Ryan discuss the volatility. Is the Bear Market we...What Should your Financial Planner be Doing?
What should a financial advisor be doing in a season of volatility? Ryan and Gabe discuss what you should expect when working with a Certified Financial Planner during a season of volatility and while planning your retirement. Financial Advisors should Help to Create...Ready to Get Acquainted?
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