five threats to your retirement security. five major threats outliving your money effects of...
TRANSCRIPT
![Page 1: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/1.jpg)
Five Threats to YourRetirement Security
![Page 2: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/2.jpg)
Five Major Threats
Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare Costs
![Page 3: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/3.jpg)
Outliving Your Money
Longer Life Expectancies
Not Saving Enough Exhausting Your
Principal
![Page 4: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/4.jpg)
Effects of Inflation
Purchasing Power Risk
Rule of 72 In Reverse Divide 72 by
Effects of Inflation Rate
![Page 5: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/5.jpg)
Investment Performance
Negative Returns Lower Than
Expected Returns
![Page 6: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/6.jpg)
Excessive Withdrawals
Spending Too Much
Coupled with Early Losses
![Page 7: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/7.jpg)
Healthcare Costs
Premiums Deductibles Coinsurance Excess Charges Other Out-of-
Pocket Expenses
![Page 8: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/8.jpg)
Outliving Your Money
Accumulate More Delay Retirement Reduce Budget Increase Return Keep 12 Months of
Income in Cash
![Page 9: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/9.jpg)
Effects of Inflation
Need Growth of Capital Growth of Income
Huge Risk Being Too
Conservative
![Page 10: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/10.jpg)
Investment Performance
Suitability Diversification Asset Allocation Active vs. Passive Low Cost Approach
![Page 11: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/11.jpg)
Excessive Withdrawals
Control Spending Early Years
Losses Need to Adjust 4% Solution
![Page 12: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/12.jpg)
Healthcare
Pre-Medicare Medicare Medigap Long Term Care
Insurance Health Savings
Accounts
![Page 13: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/13.jpg)
One More Threat!
Impact of Taxes Income Gift Estate Inheritance Property Sales And More!
![Page 14: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/14.jpg)
Solutions?
Comprehensive Financial Planning Address All Five Threats Examine
Cash FlowInvestmentsRetirement Income Estate PlanningRisk Management
![Page 15: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/15.jpg)
Question and Answer
Open for Questions Free Consultation
![Page 16: Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare](https://reader035.vdocuments.mx/reader035/viewer/2022070409/56649e915503460f94b961bd/html5/thumbnails/16.jpg)
Providing Sound Advice…For Life
200 East Big Beaver, Troy, MI 48083(248) 457-4555www.gwallc.com