Financial Residency Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne
Nov 27, 2023
Daniel Wrenne, retirement planning specialist, discusses the importance of making a plan for retirement. They emphasize the need to understand retirement goals and tie them to financial planning. They also explore the mindset shift from saving to depleting money in retirement and the personalized aspects of retirement planning including taxes and investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Planning for Retirement: Identifying Priorities and Personalizing Your Financial Plan
01:46 • 11min
Retirement Planning and Long Term Care
12:26 • 6min
Transitioning from Saving to Depleting Money in Retirement
18:29 • 10min
Individualized Retirement Planning: Taxes, Investments, and the 4% Rule
28:18 • 2min
Factors influencing retirement planning and contact information provided
30:05 • 3min