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Financial Planning Rules of Thumb (Ep. 123)

Financial Planning Rules of Thumb (Ep. 123)

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Are financial rules of thumb guiding your journey to wealth? Discover why these shortcuts might not work as well as you think and how personalized strategies can make all the difference.

Today on Wealth Is In The Details, Peter Raskin debunks common financial planning rules of thumb, from “safe distribution rates” to “tax deferral.” He explains why these generalized strategies can be risky and teaches how tailored advice offers better clarity and confidence. Tune in to explore effective financial planning strategies rooted in professional insight rather than shortcuts.

Peter discusses:

  • Why fixed withdrawal rates from your portfolio may not account for unexpected expenses and market volatility
  • When paying taxes now could be more beneficial than deferring them to a later date
  • How taking more investment risks doesn’t always equate to higher returns
  • The importance of personalized financial advice to navigate complex decisions effectively

Tune in for practical insights that go beyond one-size-fits-all financial rules.

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Disclosure

This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

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