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VERY interesting! Greatly helps frame discussion with clients back to where it should be (logical, goal-oriented and long-term) and away from knee-jerk emotional reactions due to immediate inflation.
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Super presentation today. Many talking points to be used with clients who are skeptical of not running out of money, particularly those with high balances. I very much liked the comparisons between the fixed withdrawal and the RMD as well as the conversation on "safe" withdrawal rate, which has become controversial. I also liked the last part of the presentation which suggests placing asset allocation modeling AFTER determining the method of withdrawal. Very enlightening!
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