This episode of Planning Made Simple focuses on dividend growth investing tailored for retirees, emphasizing how it provides a reliable income stream and serves as a hedge against inflation through steadily increasing dividend payouts. The speakers discuss the importance of maintaining an income mindset and caution against panic selling during market downturns, as such actions can lead to significant wealth destruction. They also highlight the challenging transition period into retirement—often referred to as the "fragile years"—when individuals must shift from saving to spending, making disciplined planning crucial. Ultimately, the conversation reassures retirees that it can be acceptable to live off dividends rather than reinvesting them, provided their financial plan supports this approach.
Get your FREE copy of "The Ultimate Guide to Co-Planning" by Paul Durso https://planningmadesimple.com/advisors-ascend/
Buy Advisors Ascend For Financial Advisors - https://advisors.planningmadesimple.com/checkout/
🔔 Don't forget to subscribe and press the bell icon to get notifications for our new videos.
