This week on The Lifetime Income Series, Jim and Cathlyn tie together the concepts from the previous four programs, and offer more concrete examples of retirement withdrawal planning. The case study examples illustrate that “rules of thumb” can be helpful guidelines or starting points, but when it comes time to actually putting together a spending plan, it needs to be tailored to your individual needs and situation. The special guest this week is Ken Yancey, CEO of the SCORE Association who will speak with Jim about informational, organizational and financial resources available for small businesses.
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