What happens when your paycheck stops, but the bills keep coming? Dan Groben and Phil Menard discuss the role of guaranteed income in retirement and why relying solely on market investments can create unnecessary stress. They explore how Social Security, pensions, annuities, and other income sources fit into a retirement strategy, why volatility affects retirees differently, and how building a predictable income foundation may help cover essential expenses. The conversation also highlights real-world examples of retirees seeking greater confidence and stability after leaving the workforce.

Connect with Dan & Phil at Servant Advisors Group

What happens when your paycheck stops, but the bills keep coming? Dan Groben and Phil Menard discuss the role of guaranteed income in retirement and why relying solely on market investments can create unnecessary stress. They explore how Social Security, pensions, annuities, and other income sources fit into a retirement strategy, why volatility affects retirees differently, and how building a predictable income foundation may help cover essential expenses. The conversation also highlights real-world examples of retirees seeking greater confidence and stability after leaving the workforce.
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

Could Your Retirement Survive on Stocks Alone?

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

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>

Could Your Retirement Survive on Stocks Alone?

In 1 playlist(s)

Retirement Results Podcast

Social links

Follow podcast

Recent clips