What if some of the most common retirement rules are quietly working against today’s retirees? Michelle Anthony explores why strategies built for past generations may not fit modern retirement realities. From the 4% rule and relying on home equity to sequence of returns risk and the difference between investments and income, she discusses how longer retirements can change the planning equation. The conversation focuses on shifting from portfolio-centered thinking to creating dependable cash flow and evaluating retirement through the lens of income, risk, taxes, and long-term goals.
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