What retirement advice worked 20 years ago but may not hold up today? Dan Groben and Phil Menard discuss outdated retirement rules of thumb, including relying on your home as a retirement plan and the limitations of the traditional 4% withdrawal rule. They explore the importance of balancing home equity with income needs, the impact of market volatility and inflation, and why planning for potential Social Security changes remains part of the retirement conversation. Plus, they share real-world observations from helping retirees prepare for the transition into retirement.

Connect with Dan & Phil at Servant Advisors Group

What retirement advice worked 20 years ago but may not hold up today? Dan Groben and Phil Menard discuss outdated retirement rules of thumb, including relying on your home as a retirement plan and the limitations of the traditional 4% withdrawal rule. They explore the importance of balancing home equity with income needs, the impact of market volatility and inflation, and why planning for potential Social Security changes remains part of the retirement conversation. Plus, they share real-world observations from helping retirees prepare for the transition into retirement.
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!