Transitioning to retirement and the 4% rule | PFP learning library podcast archive
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Transitioning to retirement and the 4% rule | PFP learning library podcast archive

4 months ago · 21 min listen

Retirement is one of life’s most significant transitions because everything changes. Your career likely gives you connection to relationships, meaningful work, a steady paycheck, and a structure to follow. You can give peace of mind to your clients by helping them find purpose in life post retirement and providing guidance so that they don’t fear running out of money. Lauren Minch interviews Oscar Vives, CPA/PFS. They discuss:

  • What having a greater purpose in life can help clients avoid

  • The top 2 regrets of the dying that can guide how clients live now

  • The history of the 4% rule and whether it makes sense to rely on this with your clients

  • Balancing the risk of overspending and underspending

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/to access show notes with direct links.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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