From Social Security timing to the 4% rule, retirement advice often spreads without context. George Politarhos explores why widely shared rules can lead to uneven outcomes, especially when taxes, market swings, and income needs come into play. The discussion emphasizes planning around individual goals rather than borrowing strategies from others.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Rethinking Annuities and Retirement Income
17:56

Why Long-Term Care and Estate Plans Matter
22:23

Wills, Trusts, and Doing It the Right Way
20:28