• Doug Oosterhart, CFP®

WAYT S3E9: Retirement Series Part 3 - Guardrails and Dynamic Spending Strategies

Now that you've learned about the pros and cons of the 4% rule(s), let's examine how we can improve them for retirees. In this episode, we discuss a popular strategy called "guardrails" and how to optimize your retirement income.

Have you seen our guide on the top retirement income and investment strategies for all market conditions? If not, you can get our FREE download here.

The full interview with Jon Guyton on the Financial Advisor Success Podcast is here.


A lengthy blog post about Guardrails (including the examples used in this episode) is available here.


Links to Apple and Spotify.




6 views0 comments