Hi Jan,

Episode 162 of our Retire With Style podcast is out now!
In this episode of ‘Retire with Style’, Alex and I are joined by Jason Rizkallah from McLean Asset Management. We continue answering your critical questions surrounding retirement planning, focusing on the nuances of choosing between lump sum and annuity options and asset allocation strategies for retirees. We explore the implications of having reliable income sources like pensions and Social Security, and how these can influence investment strategies.
Our conversation emphasizes the importance of understanding personal risk tolerance and the unique circumstances of each retiree when making financial decisions. The conversation also goes into the complexities of retirement planning, focusing on guaranteed income sources, the implications of the 4% rule, and the nuances of liquidity in retirement funds. Our discussion covers the role of the Pension Benefit Guarantee Corporation, strategies for deciding when to start annuities, and the considerations surrounding frozen pensions and lump sum options. Listen now to learn more!