Sovereign Wealth Spotlight with Jeff TruchonRetiring Some Dated “Rules of Thumb” when it comes to Financial Planning.
Sovereign Wealth Spotlight with Jeff Truchon
At Sovereign Wealth Management, our approach to wealth management is centered around putting our clients’ needs and goals first. We take on the role o…22 clip(s)
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On this week’s show we get into the older ‘Rules of Thumb” when it comes to financial planning. 60/40 Stick bond split, and the magic retirement age 65. The Rule of 72 and the rule of 100 also making the show. Last, but not least is the old 4% rule and is it still valid? We round out the show with staying calm or as calm as possible. Teaching yourself to be proactive instead of reactive.
If you have any questions concerning your retirement call jeff Truchon 800-514-4575 or click here to visit our website.
Retirement, Planning, Saving, Annuity, Taxes, Roth, IRA, 401K
