Feb. 14, 2023

Joining Me Now Ep. 23: Why You Should Have 3 Years of Portfolio Draws Available in Cash for Retirement

Joining Me Now Ep. 23: Why You Should Have 3 Years of Portfolio Draws Available in Cash for Retirement

New Focus on Wealth with Chad Burton, CFP®

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Hear the latest from Rob and Chad’s ongoing discussion on all things retirement planning and wealth building. 

In this episode, Chad breaks down his belief in the importance of having 3 years of portfolio draws in cash readily available. Next, Rob seeks insight from Chad on sequence of returns during retirement. Listen now!

Email your money question to chad@chadburton.com. 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com