Episode 36: How to Increase Your Confidence through Retirement

May 5, 2023

Studies show that most Americans need 70% of their pre-retirement income to last throughout retirement. How do you do this when the majority of retirees no longer have a “Three-legged Stool”?

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

  • Only about 25% of Americans have been able to reach this goal.
  • A traditional balanced portfolio no longer works according to JPMorgan and Goldman Sachs studies.
  • Add in some guaranteed products, like annuities. Even the big Wall Street firms like Goldman Sachs, Fidelity, and Morgan Stanley are starting to see the value in them.
  • Make sure you are talking to an adviser who specializes in retirement income planning and has the freedom to pick and choose products that are right fit for you.


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