Episode 35: How to Retire and Aim for The Same Standard of Living

Mar 31, 2023

The goal for most Americans is to retire at the same standard of living as when they were working. But it’s harder than most people think. What are some of the things you can do to meet that goal?

Here are just a handful of the things that we'll discuss:

  1. Only about 25% of Americans are able to reach this goal.
  2. A traditional balanced portfolio no longer works according to JPMorgan and Goldman Sachs studies.
  3. If you add in guarantees to your portfolio, you can still take the 4% or more and have your money last your retirement.
  4. The adviser you speak with matters. Some big firms limit what their advisors can do because they don’t make money off certain products.


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