Is the 4% rule outdated? In this episode, Brandon Bowen challenges traditional retirement withdrawal strategies and explores how personalized income planning can unlock more flexibility. From Roth conversions to balancing risk and lifestyle goals, learn how a tailored approach can help you make the most of your savings while supporting the lifestyle you’ve worked hard to achieve.
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Why Estate Planning Is About More Than Money
23:25

What Happens After the Inheritance Check Clears
11:11

When Waiting for Social Security Comes at a Cost
13:51