The Future of Finance
How Much Money Do You REALLY Need to Retire? The Truth About the 4% Rule | Future of Finance
How much money do you actually need to retire comfortably? It's one of the most common questions financial advisors hear—and the answer may surprise you. In this episode of The Future of Finance , Marissa Wood and Lisa Green react to popular retirement advice from financial experts Ramit Sethi and Tom Hegna , breaking down the famous 4% Rule , why many retirees underestimate their expenses, and why **income—not assets—is the real key to a successful retirement. You'll learn why two people with the exact same nest egg can have completely different retirement experiences—and how guaranteed lifetime income can help remove the fear of running out of money. Learn how much you may actually need to retire Understand the strengths (and limitations) of the 4% Rule ️ Discover strategies designed to create income you can't outlive Whether you're 10 years from retirement or already there, this episode will help you think differently about what financial freedom really means. What You'll Learn Whether the 4% Rule still works today Why retirement planning is about income , not just portfolio size The difference between accumulating wealth and creating retirement income How guaranteed income strategies may reduce retirement stress Why having millions doesn't automatically mean you'll feel ready to retire Question for you: If you retired tomorrow, would you feel more confident because of your assets ... or because of your income ? Like, subscribe, and share this episode with someone who's planning for retirement. Want to know your retirement number? Visit https://union-financial.com and click Schedule a Meeting for a complimentary retirement review.
