The Retirement Date Lottery Webinar

Two people saved the same amount, followed the same rules, and retired nine months apart. In this hypothetical example, those nine months came out to an estimated six-figure difference in lifetime income.

On September 17th at 12:00 pm CT, I'm hosting a free session (The Retirement Date Lottery: And Why You Don't Have to Play) on the risk that hides in a rigid withdrawal plan, and how to build flexibility in instead.

Register here: The Retirement Date Lottery | September 17th 12-1 pm CT

In the session, you'll learn:

• How the 4% rule actually works, and the single question it was built to answer
• Why two people who saved the exact same amount can still retire into very different incomes
• The second risk almost no retirement plan accounts for: reaching your 80s with money to spare and experiences you never had
• Why a withdrawal rule you set once and never revisit is a bigger bet than it feels, and what a different approach makes possible
• What this concept doesn't account for as you think about your own retirement transition

The 4% rule is a printed map: you set the directions once and hope the world cooperates. There's a better way to navigate, and that's what this session is about.

Whether retirement is three years out or fifteen, this one's worth the hour.

Can't make it live? Register anyway and I'll send the recording!

See you there,
Spencer

Educational purposes only; not personalized investment, tax, or legal advice. Examples are hypothetical. Past performance is not indicative of future results.