The ABCs of Retirement Withdrawal Strategies (Webinar)

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As financial advisors, we field many different types of questions from our clients — but it’s safe to say that these are two of the most prevalent.

And they’re concerns that extend far beyond our immediate client base: nearly half of everyday, working Americans say that retirement is the top financial worry that keeps them up at night.1 Toss in headline-dominating issues like the Social Security shortfall and rising healthcare costs, and the retirement income conundrum grows more complicated.

For some retirees, these worries have escalated into real-life issues. According to a recent HSBC survey, almost 40 percent of retirees said that if they could do it all over again, they would have started saving earlier — and 30 percent wish they had saved more.2

It’s time to combat these statistics and start finding solutions. Like most people, you probably already know the rules of thumb for retirement readiness: start saving early, and make an effort to boost your 401(k) plan contributions throughout the years. If you’re already doing this, you’re on the right track.

But the key to making those savings last isn’t just what you have; it’s how well you manage your cash flow. 

In the most recent segment of our OneBite™ Webinar series, we shared a three-step approach to creating a plan that can help you make the most of your savings through every stage of retirement. For our clients, we help them plan for their retirement with MyStoryboard, our interactive planning platform. Click below for a replay of the full presentation, plus resources that can help you put this approach into action.

Webinar link

PDF 13581kB

MP4 356667kB

Author(s)

Nate Wenner Headshot Photo
Nate Wenner, CPA, PFS, CFP(R), CIMA®
Regional Director
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  1. Andrew Dugan, “Retirement Remains Americans’ Top Financial Worry,” Gallup.com, April 22, 2014, http://www.gallup.com/poll/168626/retirement-remains-americans-top-financial-worry.aspx, accessed July 22, 2016.
  2. “The Future of Retirement: A Balancing Act,” HSBC and Ipsos MORI, August – September 2014, https://www.hsbc.ca/1/PA_ES_Content_Mgmt/content/canada4/pdfs/personal/for-balancing-act-global-report.pdf, accessed July 22, 2016.