A Smarter Way to Withdraw in Retirement | The "Guardrails" Method

Описание: What if you could safely withdraw over 5% from your portfolio every year? Research shows it's possible with a dynamic system called "Retirement Guardrails." Instead of a static 4% rule, this method uses four simple rules that tell you when to skip an inflation adjustment, when to cut spending, and even when you should spend more. We break down the rules and show you exactly how they work.

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Chapters:

00:00 Beyond the 4% Rule: A Better System
01:16 Rule 1 & 2: The Spending Guardrails
01:51 Rule 3: The Crucial Inflation Rule
02:11 Rule 4: The Portfolio Management Rule
02:44 Case Study: Jack's $1M Retirement Plan
07:43 Which Rules Have the Biggest Impact?
09:42 Is The Guardrail System Right For You?
10:44 Our Approach: Personalized, Stress-Tested Plans

#Retirement #FinancialPlanning #Withdrawal

WHO ARE WE?
Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience.

DISCLAIMER
All views expressed in this (video or presentation) are provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities. The statements expressed herein are not intended to provide tax, legal or financial advice, and under no circumstances should be construed as a solicitation to act as a securities broker or dealer in any jurisdiction. All views are intended for general circulation only and do not have any regard to the specific investment objectives, financial situation or general needs of any particular person, organization or institution. Please do not hesitate to contact us should you want to know more about the information contained in this (video or presentation) or have any related questions.

Canaccord Genuity Wealth Management is a division Of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund (CIPF) and The Canadian Investment Regulatory Organization (CIRO)