Creating a Retirement Withdrawal Plan
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 25 February 2008
⏱️ 25 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:07.2 | investing, taxing. |
| 0:09.2 | You've got financial questions, he's got financial answers. |
| 0:12.8 | It's Brian Preston, the money guy. |
| 0:15.9 | Welcome to the money guy show. |
| 0:17.0 | I'm your host, Brian Preston, and what we'll be talking about today is creating a retirement |
| 0:22.4 | withdrawal plan. |
| 0:23.4 | Now, wait a minute, my young listeners, stop. |
| 0:26.2 | Do not tune out just because I'm talking about creating a withdrawal plan for retirement |
| 0:31.0 | because several things you've got to think about here. |
| 0:34.1 | First of all, retirement impacts are all. |
| 0:37.2 | We are all going to retire at some point in our life, and if you're not retiring or in |
| 0:41.0 | that phase of your life where you're thinking about retiring, you probably have family members. |
| 0:46.1 | Maybe it's your parents, maybe it's your grandparents. |
| 0:49.4 | Maybe it's an aunt and uncle, and I've got to tell you, if you're one of these people listening |
| 0:53.0 | to a financial podcast and listening to the money guy show, you're probably the type |
| 0:57.4 | of guy that has the aptitude. |
| 1:00.1 | You're the person that has the aptitude that you probably have friends, family, everybody |
| 1:04.0 | in the world coming to you to ask financial questions, and as we've got this aging population, |
| 1:08.9 | all the baby boomers getting close to retirement, you're going to have people asking a question, |
| 1:13.1 | so you might as well stay here, sit, pat, tune in, and listen, and learn a little bit |
| 1:17.8 | how you can maybe have a few more tools in that tool belt of yours to answer financial |
... |
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