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6min chapter
The Benefits of a Simple Investment Approach with Rick Ferri
Excess Returns
Planning for Retirement Budget and Income Sources
The chapter provides insights on creating a retirement budget, understanding income sources like pensions and Social Security, and considering the balance between personal comfort and leaving an inheritance. It also discusses the importance of financial advisors in helping clients determine their spending needs and portfolio withdrawals in retirement.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode