In this episode, Robert Jeter, CFP, CRPC interviews Second Act Coach Penny Boyce on some of the human and emotional aspects of transitioning into retirement. They also cover the importance of thinking about your "second act" and what value a coach can bring to helping you in those efforts.
We recently held our "Salisbury Investment Strategy Update Lunch" at the end of June. For those who weren't able to attend, Eric and Robert cover some of the content they presented for clients and guests at the lunch.
Listen to Retirement Insights Episode 5 here: https://www.buzzsprout.com/217665/episodes/1328266-episode-5-investment-strategy-june-2019
In this episode Eric and Robert talk about some of the planning challenges in retirement. They cover spending, inflation and managing taxes throughout your retirement years. Listen to Episode 4 of Retirement Insights here: https://www.buzzsprout.com/217665/episodes/1107914-episode-4-spending-ta...
If you weren’t aware, there is proposed legislation currently in Congress that many believe has a significant probability of becoming law later this year. We don’t try to predict the future on these things, but any proposed new legislation that may impact our clients or their planning needs is on our radar.
Eric and Robert talk a little bit about the 4% rule, what it is and what it might look like in the future. They also cover some of the challenges possibly ahead for the markets and economy. Listen to Episode 3 of Retirement Insights here: https://www.buzzsprout.com/217665/episodes/1026538-episode-3-the-4-rule-...
In this episode Eric Johnston, CFP and Robert Jeter, CFP discuss the importance of different aspects of taking systematic withdrawals from your investments. Retirement investing should be different than how you invested while working.