#204 - "Hot topics" edition...Andy and Brad Flood talk about portfolio withdrawal strategies & sequence of returns risk, financial planning software limitations, balancing optimization and simplicity, and MORE!
Andy and Brad Flood from Tenon Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Portfolio withdrawal strategies for addressing sequence of returns risk ( 10:44 )Using financial planning software and dealing with its limitations ( 26:25 )Thoughts on Medicare surcharges known as IRMAA, and how much they should be factored into tax planning ( 40:25 )Dealing with legacy investments in client's accounts...
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