• How To Get More Retirement Income Using Retirement Guardrails with Matthew Jarvis, #219

  • 2024/09/17
  • 再生時間: 27 分
  • ポッドキャスト

How To Get More Retirement Income Using Retirement Guardrails with Matthew Jarvis, #219

  • サマリー

  • You’ve likely spent your entire lifetime saving for retirement. How do you make sure the money lasts as long as you do? How do you make sure you enjoy your retirement? It’s a balancing act for which there may be a solution.

    Matthew Jarvis is a Financial Advisor who runs Jarvis Financial, located in Seattle, WA. He’s also the host of the podcast “The Perfect RA” and the author of the book “Delivering Massive Value.”

    In this episode of Retire with Ryan, Matthew discusses the concept of retirement guardrails, how they work, and who they’re for. If you’re looking for a spending strategy that often leads to a successful retirement, this episode is for you.

    You will want to hear this episode if you are interested in...
    • [0:56] Introducing this week’s guest, Matthew Jarvis
    • [1:55] The big problems with the 4% rule
    • [3:59] Why Matthew uses retirement guardrails
    • [8:02] What if you can’t afford retirement guardrails?
    • [10:20] How guardrails work for you
    • [12:51] How frequently you should evaluate your guardrails
    • [18:29] The five-year war chest
    • [22:46] Who is the strategy for?
    • [25:06] Don’t be afraid to get a second opinion
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • BOOK: Delivering Massive Value
    • The Perfect RIA podcast
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



    Subscribe to Retire With Ryan

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あらすじ・解説

You’ve likely spent your entire lifetime saving for retirement. How do you make sure the money lasts as long as you do? How do you make sure you enjoy your retirement? It’s a balancing act for which there may be a solution.

Matthew Jarvis is a Financial Advisor who runs Jarvis Financial, located in Seattle, WA. He’s also the host of the podcast “The Perfect RA” and the author of the book “Delivering Massive Value.”

In this episode of Retire with Ryan, Matthew discusses the concept of retirement guardrails, how they work, and who they’re for. If you’re looking for a spending strategy that often leads to a successful retirement, this episode is for you.

You will want to hear this episode if you are interested in...
  • [0:56] Introducing this week’s guest, Matthew Jarvis
  • [1:55] The big problems with the 4% rule
  • [3:59] Why Matthew uses retirement guardrails
  • [8:02] What if you can’t afford retirement guardrails?
  • [10:20] How guardrails work for you
  • [12:51] How frequently you should evaluate your guardrails
  • [18:29] The five-year war chest
  • [22:46] Who is the strategy for?
  • [25:06] Don’t be afraid to get a second opinion
Resources Mentioned
  • Retirement Readiness Review
  • Subscribe to the Retire with Ryan YouTube Channel
  • BOOK: Delivering Massive Value
  • The Perfect RIA podcast
Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact



Subscribe to Retire With Ryan

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