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 Dan Groben and Phil Menard discuss outdated retirement rules of thumb, including relying on your home as a retirement plan and the limitations of the traditional 4% withdrawal rule.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 Dan Groben and Phil Menard discuss outdated retirement rules of thumb, including relying on your home as a retirement plan and the limitations of the traditional 4% withdrawal rule.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!

Retirement Results Podcast

The Retirement Rules That May No Longer Work

What if playing it safe in retirement creates a risk of its own? In this episode, Dan Groben and Phil Menard discuss Warren Buffett’s massive move to cash and what it reveals about balancing risk, income, and long-term retirement goals. They explore the dangers of sitting on too much cash, the impact of inflation, the role of guaranteed income, and why a retirement plan should be built to withstand market downturns. The conversation also highlights how thoughtful income planning can help retirees maintain their lifestyle while staying prepared for life's unexpected twists.

Connect with Dan & Phil at Servant Advisors Group

What if playing it safe in retirement creates a risk of its own? In this episode, Dan Groben and Phil Menard discuss Warren Buffett&rsquo;s massive move to cash and what it reveals about balancing risk, income, and long-term retirement goals. They explore the dangers of sitting on too much cash, the impact of inflation, the role of guaranteed income, and why a retirement plan should be built to withstand market downturns. The conversation also highlights how thoughtful income planning can help retirees maintain their lifestyle while staying prepared for life's unexpected twists.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Warren Buffett Went to Cash... Should You?

What happens if AI changes your career plans before you're ready to retire? Dan Groben and Phil Menard discuss how technology-driven job disruptions can affect workers nearing retirement and why having a flexible retirement plan matters. They share real-life stories of clients who pivoted careers, adjusted retirement timelines, and tested different financial scenarios before making major decisions. The conversation explores healthcare, Social Security uncertainty, part-time work, and the value of staying adaptable in a changing workforce. Most importantly, they explain how planning can help turn unexpected transitions into informed decisions.

Connect with Dan & Phil at Servant Advisors Group

What happens if AI changes your career plans before you're ready to retire? Dan Groben and Phil Menard discuss how technology-driven job disruptions can affect workers nearing retirement and why having a flexible retirement plan matters. They share real-life stories of clients who pivoted careers, adjusted retirement timelines, and tested different financial scenarios before making major decisions. The conversation explores healthcare, Social Security uncertainty, part-time work, and the value of staying adaptable in a changing workforce. Most importantly, they explain how planning can help turn unexpected transitions into informed decisions.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Could Technology Change Your Retirement Date?

Fidelity’s decision to add annuities to target-date funds is reigniting a major retirement planning debate. In this episode, Dan Groben and Phil Menard explore why income planning is becoming just as important as market growth, the difference between market risk and interest-rate risk, and the questions investors should ask before adding an annuity to their retirement strategy. They discuss accumulation versus distribution planning, the role of guaranteed income, tax considerations, and how retirees can build a retirement plan designed to support long-term financial confidence.

Connect with Dan & Phil at Servant Advisors Group

Fidelity&rsquo;s decision to add annuities to target-date funds is reigniting a major retirement planning debate. In this episode, Dan Groben and Phil Menard explore why income planning is becoming just as important as market growth, the difference between market risk and interest-rate risk, and the questions investors should ask before adding an annuity to their retirement strategy. They discuss accumulation versus distribution planning, the role of guaranteed income, tax considerations, and how retirees can build a retirement plan designed to support long-term financial confidence.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

The Retirement Rules That May No Longer Work

Retirement Results Podcast

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