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2min chapter
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau
Excess Returns
Adapting Financial Plans to Life Changes
This chapter explores how personal life changes, such as the death of a spouse, can affect financial strategies and risk tolerance. It underscores the need for regular reassessment of financial plans and the vital role of financial advisors in navigating these adjustments for sustainable retirement planning.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode