09/16/2024

Guardrails for Irish Retirees #308

In this week's podcast I talk about Guardrails for Irish retirees.

One of the big questions I hear from clients heading into their 'next chapter' (blissful retirement!) is: how much can I actually spend each year without running out of money?

It’s a great question – and one that deserves a well-thought-out answer. As financial advisors, it’s part of our job to help you figure that out, and there are a few different ways we can go about it.

  • Take what Revenue tells you to!
  • OR
  • Take a dynamic approach each year, to try optimise your income and legacy

I hope it helps!