It's A Bad Time To Retire; How To Manage Expectations Of Investors About To Retire Or Who Retired Post-Pandemic
Webinars
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It was nice to have Frank do the short introduction today to address the emotional aspect of retirees in today's uncertain environment. It was just long enough to allow ample time for Craig to follow up with an interesting take on the "safe withdrawal rate" discussion. Great to hear that Craig has updated the spreadsheet again, and in particular is focused on the "cash flow" portion of the spreadsheet, which is critically important to retirees and advisors. Thank you!
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Continues to build on the software and listens to the needs of the advisors - GREAT JOB!
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Fantastic. Craig should have this published in an industry publication. I'm blown away by his results.
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