Episode 85 – Spending Habits that Stretch Your Wealth in Retirement
September 16, 2025
Randy, Jeremiah & Laura are coming at you this week to discuss strategies for retiring without running out of money. They explore the importance of aligning financial planning with personal values, addressing common fears about retirement, and the significance of legacy and philanthropy. The conversation emphasizes the need for a well-structured plan that accommodates both essential needs and discretionary spending, allowing retirees to enjoy their freedom and make impactful contributions.
In this episode:
00:00:01 Introduction to Retirement Planning
00:00:31 Aligning Money with Life’s Purpose
00:01:11 Addressing Common Retirement Fears
00:02:16 Strategies for Sustainable Wealth
00:04:23 Legacy and Philanthropy
00:08:16 Balancing Needs and Discretionary Spending
00:13:26 Navigating Taxes and Withdrawal Strategies
00:17:27 Creating a Freedom Bucket
#retirementplanning #financialfreedom #legacy #philanthropy #discretionaryspending
Reach out at [email protected]
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.