Everyone obsesses about a magic number they need to retire. But the truth is that hat it’s all about having the right withdrawal strategy. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider break down the most common withdrawal approaches, their pitfalls, and how to create a retirement paycheck you can count on.
They share actionable ways to:
- Understand why the 4% rule often falls short and why flexibility is key
- Evaluate guardrail strategies and how scaling withdrawals up or down can affect long-term security
- Consider the “equity glide path” and why asset allocation decisions matter just as much as withdrawal rules
- Apply the Dynamic A.G.E. Approach to blend adaptability, growth, and income security into one integrated plan
- Stress-test your retirement income so you can live with confidence, not fear of market volatility
Whether you’re just starting to plan or are already in retirement, learn how to focus on what really matters: creating a sustainable, flexible income plan that lets you live the retirement you’ve worked hard for.
Download the free guide that we’ve paired with this episode!
Subscribe, and leave us a review if this resonated with you!
Share it & leave us a review on Apple or Spotify!
For personalized financial guidance, schedule an intro call with our team at Concenture Wealth Management in Houston, Energy Corridor, Sugar Land, Katy, & Spring, TX. Our team of professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To explore our 3-step process and services we offer click here.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.