AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Words Matter
The Perfect RIA
How Much Money Can I Take Out of My Portfolio to Fill My Gap?
We don't want to outlive our income. We can really empathize with clients about that, because we get it. And so for answering that specific question for clients, and we're always getting back to the heart and the root of that, we can help them make educated decisions. The word gap helps people quickly go, yep, okay, I got to bridge this.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode