Are you enjoying retirement less because you're afraid to spend the money you've worked so hard to save? Dan Groben and Phil Menard discuss why many retirees underspend despite having sufficient resources. They explore common warning signs, how inflation can distort perceptions about financial security, and the value of a personalized retirement plan that accounts for spending goals, travel, gifts, taxes, risk tolerance, and market volatility. The conversation highlights how ongoing plan reviews can help retirees stay confident about enjoying the retirement lifestyle they envisioned.

Connect with Dan & Phil at Servant Advisors Group

Are you enjoying retirement less because you're afraid to spend the money you've worked so hard to save? Dan Groben and Phil Menard discuss why many retirees underspend despite having sufficient resources. They explore common warning signs, how inflation can distort perceptions about financial security, and the value of a personalized retirement plan that accounts for spending goals, travel, gifts, taxes, risk tolerance, and market volatility. The conversation highlights how ongoing plan reviews can help retirees stay confident about enjoying the retirement lifestyle they envisioned.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.”

With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the “Retirement Results Podcast” is your next must-hear show. Listen and subscribe today!

Struggling to get the facts about your retirement plan? Do you need a source that doesn&rsquo;t beat around the bush? Find the results you need with the &ldquo;Retirement Results Podcast.&rdquo;
With the &ldquo;Retirement Results Podcast,&rdquo; hosted by Dan Groben and Phil Menard of Servant Advisors Group, you&rsquo;ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the &ldquo;Retirement Results Podcast&rdquo; is your next must-hear show. Listen and subscribe today!

Retirement Results Podcast

Are You Too Scared to Spend in Retirement?

What happens if a market downturn strikes just as you're relying on your retirement savings for income? Dan Groben and Phil Menard of Servant Advisors Group discuss how retirees can manage market volatility, inflation concerns, and bull market uncertainty without letting fear drive decisions. They explain why income planning matters, how portfolio allocation can impact long-term outcomes, and the risks of withdrawing from investments during a downturn. The conversation also highlights the importance of understanding what you're invested in and stress-testing your retirement strategy before leaving the workforce.

Connect with Dan & Phil at Servant Advisors Group

What happens if a market downturn strikes just as you're relying on your retirement savings for income? Dan Groben and Phil Menard of Servant Advisors Group discuss how retirees can manage market volatility, inflation concerns, and bull market uncertainty without letting fear drive decisions. They explain why income planning matters, how portfolio allocation can impact long-term outcomes, and the risks of withdrawing from investments during a downturn. The conversation also highlights the importance of understanding what you're invested in and stress-testing your retirement strategy before leaving the workforce.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Is Your Portfolio Ready for the Next Downturn?

A single financial decision today could cost you hundreds of thousands of dollars in retirement. In this episode, Dan Groben and Phil Menard discuss retirement mistakes that can be difficult, or impossible, to reverse. They explore the long-term impact of early 401(k) withdrawals, oversized Roth conversions, Medicare surcharges, and financial decisions made during periods of grief. The conversation also highlights the importance of estate planning, account organization, and having the right documents in place before unexpected life events occur.

Connect with Dan & Phil at Servant Advisors Group

A single financial decision today could cost you hundreds of thousands of dollars in retirement. In this episode, Dan Groben and Phil Menard discuss retirement mistakes that can be difficult, or impossible, to reverse. They explore the long-term impact of early 401(k) withdrawals, oversized Roth conversions, Medicare surcharges, and financial decisions made during periods of grief. The conversation also highlights the importance of estate planning, account organization, and having the right documents in place before unexpected life events occur.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

The Retirement Mistakes You Can't Take Back

On this episode of the Retirement Results Podcast, Dan Groben and Phil Menard discuss why a retirement plan should create flexibility, not just follow a rigid roadmap. Using comments from NFL quarterback Josh Allen about preparing for life after football, they explore building financial margin, planning for unexpected health expenses, creating reliable retirement income, and maintaining access to assets for future opportunities. They also share a real-world example of how thoughtful planning helped a retiree protect wealth while pursuing a new lifestyle goal.

Connect with Dan & Phil at Servant Advisors Group

On this episode of the Retirement Results Podcast, Dan Groben and Phil Menard discuss why a retirement plan should create flexibility, not just follow a rigid roadmap. Using comments from NFL quarterback Josh Allen about preparing for life after football, they explore building financial margin, planning for unexpected health expenses, creating reliable retirement income, and maintaining access to assets for future opportunities. They also share a real-world example of how thoughtful planning helped a retiree protect wealth while pursuing a new lifestyle goal.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Are You Too Scared to Spend in Retirement?

Retirement Results Podcast

In 1 playlist(s)

Retirement Results Podcast

Social links

Follow podcast

Recent clips