cash flow

The Retiree Dilemma: To Sell Or To Rent?

Many retirees find themselves at a crossroads when deciding what to do with their existing property as they move into their dream home. Would it be best to sell, or should you consider becoming a landlord? Drawing from personal experiences and real client scenarios, Phil and Marc will explore the pros and cons of turning a home into a rental property in this episode.

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Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 2)

In part one of this series, we covered some of the must-haves in retirement planning, such as housing, healthcare, food, and clothing costs. In this episode, Phil will discuss the importance of maintaining your current lifestyle in retirement and discuss some other critical factors that can contribute to cash flow problems. Join us as we chat about longevity, accounting for inflation, and more.

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Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 1)

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement.

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