Description

Managing finances for retirement doesn’t have to feel overwhelming.

Learn straightforward strategies that can help simplify your financial planning!

In this episode, Nick Russell and Becky Wagoner share three practical "cheat codes" for managing retirement investments, from understanding how money grows over time to determining safe withdrawal rates. 

With humor and clarity, they break down complex concepts into actionable tips, ensuring listeners leave informed and empowered.

Nick and Becky discuss:

• The Rule of 72, a simple method to estimate how long it takes for an investment to double based on the annual rate of return
• The 4% Rule for determining sustainable annual withdrawals during retirement without running out of funds
• A modern take on asset allocation formulas to balance growth and stability in portfolios
• How retirement trends have evolved over the decades for men and women, impacting financial planning strategies
• The importance of aligning investment decisions with personal risk tolerance and long-term goals
• And more!

Connect with Sunrise Wealth Advisors: 

• LinkedIn: Nick Russell
• Sunrise Wealth Advisors
• X: Nick Russell