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内容由Dennis Prout and Shea Petaja提供。所有播客内容(包括剧集、图形和播客描述)均由 Dennis Prout and Shea Petaja 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Episode 367 - Strategies Regarding Defined Benefit/Contribution Plans and Withdrawals

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Manage episode 425210124 series 1320079
内容由Dennis Prout and Shea Petaja提供。所有播客内容(包括剧集、图形和播客描述)均由 Dennis Prout and Shea Petaja 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

On today’s show, Dennis will detail the characteristics of Defined Benefit Plans and Defined Contribution Plans – including their advantages and disadvantages. So if you have questions about your plans, or want to better understand, this show is for you!

Because every investor’s needs are different, when planning for retirement, it is essential to map out a withdrawal strategy. Heidi will discuss the importance of understanding the portfolio reliance rate, which can help in planning for your future. She’ll also take a look at and further discuss how volatility affects withdrawals, how to tell if an investor relies too heavily on their investment portfolio, what determines a withdrawal rate, and the value of reducing withdrawal stress. And, as always, Deann will be sure to enlighten and educate our listeners by sharing stats in regard to our current economy. We look forward to answering all your questions via air, please text or phone.

Tune in and take control!

  continue reading

109集单集

Artwork
icon分享
 
Manage episode 425210124 series 1320079
内容由Dennis Prout and Shea Petaja提供。所有播客内容(包括剧集、图形和播客描述)均由 Dennis Prout and Shea Petaja 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

On today’s show, Dennis will detail the characteristics of Defined Benefit Plans and Defined Contribution Plans – including their advantages and disadvantages. So if you have questions about your plans, or want to better understand, this show is for you!

Because every investor’s needs are different, when planning for retirement, it is essential to map out a withdrawal strategy. Heidi will discuss the importance of understanding the portfolio reliance rate, which can help in planning for your future. She’ll also take a look at and further discuss how volatility affects withdrawals, how to tell if an investor relies too heavily on their investment portfolio, what determines a withdrawal rate, and the value of reducing withdrawal stress. And, as always, Deann will be sure to enlighten and educate our listeners by sharing stats in regard to our current economy. We look forward to answering all your questions via air, please text or phone.

Tune in and take control!

  continue reading

109集单集

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