The 4% Rule

The 4% Rule

How to Know Your Advisor is Recommending the Right Product

In this episode of the Retire With Purpose Radio Show, how you know your advisor is recommending the right product, pensions, how to plan for a small SS check, & functional medicine with Sachin Patel.

Useful, yet Misunderstood Retirement Tools

Retirement tools that a useful yet misunderstood, including annuity prejudice with guest Steve Parrish. With an additional focus on retirement today with the article: “8,000 days - An Entire Phase of Your Life Waiting to be Invented.” All of that and more on this episode.

Social Security’s “Insecurity”

Social Security’s “insecurity” and how to plan for that, tax planning, the biggest mistakes we’ve seen individuals make with their financial plans, long-term care alternatives, and special guest Phil Cubeta (Chartered Advisor of Philanthropy), on philanthropic endeavors and how he’s been managing his own retirement.