Traditional vs. Modern Retirement Planning: Case Study + Comparison

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Backtesting tool: https://testfol.io/

Traditional retirement planning methods provide a probability of success score, with "success" meaning you reach the end of your life without running out of money in retirement.

These simulations are a decent tool to use to make sure you're on track years out from retirement, but when it comes to managing your plan during retirement, their shortcomings can lead to stress, panic, and a derailed plan.

In this video, we discuss a modern approach that we use to help our clients retire with more confidence - retirement income guardrails.

#retirementincome #socialsecurity #investments #vanguard #marketcrash

0:00 Intro
1:10 Monte Carlo
2:23 Important Factors
3:31 Andy & Sandy's Plan
5:29 Plan Backtesting
8:14 The Modern Approach
9:49 Guardrails
10:47 Why Plan 2 Succeeds


⚠️DISCLAIMERS⚠️

This content is educational and not tax, legal, or investment advice

Past performance is no guarantee of future results.


Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful.

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Spark Wealth Advisors is a registered investment advisor in the state of Florida. We are fee-only, independent, and fiduciaries at all times. We are a gay-owned financial planning and investment management firm located in Jacksonville, FL serving clients nationwide. Not all of our clients identify as LGBTQ+ but they are allies, a non-negotiable for working with us. We look forward to meeting you soon!

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