Is the popular “rule of thirds” retirement formula too simple for your financial situation? In this episode, Bryan Gaiser explores the idea of dividing retirement assets among guaranteed income, fixed income investments, and equities, and explains why the right mix depends on each retiree’s goals, expenses, and income sources. Through real-world examples, he discusses how Social Security, pensions, lifestyle needs, and risk tolerance can influence retirement planning decisions. Learn why building a retirement strategy often requires more than a one-size-fits-all formula and how income planning can shape the bigger picture.

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Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI.