Are you planning for a longer life—or unintentionally planning to run out of money too soon? Mike Canet and Ryan Herbert explore the growing impact of longevity on retirement planning and the balance between spending and saving. The discussion highlights common fears around outliving assets, underspending in early retirement, and navigating income strategies through changing market conditions. You’ll also hear how different tools and approaches—paired with a structured plan—can help address income needs while allowing flexibility for lifestyle decisions. It’s a practical look at aligning retirement planning with both life expectancy and personal goals.
Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call
Follow us for more helpful insights:
🖱️ Facebook- https://bit.ly/3PmJcSt
🖱️ LinkedIn- https://bit.ly/44T88a9
🖱️ X - https://bit.ly/3PHxqDJ

Avoid This Costly Mistake in Your Estate Plan
15:18

Stop Watching the Market and Start Planning Your Retirement Income
16:13

The Risk of Doing Nothing With Your Retirement Plan
15:46