• Retirement Planning - Three of the Most Important Questions - January 4, 2025

  • Jan 22 2025
  • Length: 53 mins
  • Podcast

Retirement Planning - Three of the Most Important Questions - January 4, 2025

  • Summary

  • Retirement planning hinges on addressing three foundational questions. Firstly, there’s a pressing need to debunk myths about life expectancy and its frequent misuse in financial decision-making. Relying too heavily on misleading statistics, especially when determining sustainable withdrawal rates from savings, can be perilous.

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    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
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