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Strategic Wealth Partners
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Retirement Spending: Turning a Lifetime of Saving Into a Plan for Living
After spending decades accumulating wealth, shifting into retirement spending can be more difficult than expected. For many retirees, the challenge is not simply determining whether they have enough assets. It is becoming comfortable using those assets without feeling that they are jeopardizing the future. Derek Gabrielsen, CRPC®, and Dave Abate, CFP®, discuss the psychology behind this transition and the role a financial plan can play in evaluating spending decisions. The conversation covers retirement anxiety, individualized spending goals, stress testing, withdrawal sequencing, tax efficiency, lifestyle expenses, and the balance between enjoying wealth today and preserving assets for future generations. This episode offers perspective for investors considering what they ultimately want their retirement assets to accomplish and how a financial plan can help bring structure to those decisions.
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