Advisor Case Study: How Much Can I Spend in Retirement

In this webinar we show you how to set spending targets, create retirement phases (Go-Go, Slow-Go, No-Go), and test whether clients can meet those targets.   

We also explore two case studies, one looking at finding safe and max spending guardrails for retirement and the other factoring in gifts and long-term care costs.

• 3:54 - How to Set Retirement Spending Targets using Adviice
• 12:46 - Defining Typical Spending Phases (Go-Go, Slow-Go, No-Go)
• 15:12 - Discussing Long-Term Care Costs with Clients
• 17:45 - Case Study #1 - Platform Set-up
• 27:58 - Setting Spending Guardrails
• 33:37 - Case Study #1 - Building Guardrails (2 examples)
• 47:01 - Case Study #2 - Adding Gifts and Long-Term Case Costs to a Plan

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities.