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Why We Spend the Way We Do in Retirement- Season 5: Episode 4

What’s your spending strategy in retirement? Are you (or will you be) extra frugal, concerned about maintaining a steady, or even a rising, account balance in your portfolio? Or do you have more than you need, with several sources of guaranteed income and/or enough socked away that you’ll never outspend your projected lifespan?

When asked why people spend the way they do once they’ve retired, the answers always vary widely. Depending on where they are, where they’ve been, and what their goals are, the reasons behind people’s spending are most often very personal in nature.

In this week’s episode of Managing Your Financial Future, host and moderator Johnny Dean discusses this all-encompassing topic with “Professor” Rick  Plum, CFP®. If you wish you’d saved more, or if you fear running out of money, you will not want to miss today’s podcast!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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