In this Q&A session, Tori and Nick sit down with Connie to answer real questions about how our firm approaches retirement withdrawals using a risk-based guardrail strategy. Watch this podcast to gain a fuller understanding of how our dynamic withdrawal approach works, how it adapts to market conditions, and why it gives retirees more clarity and confidence without relying on rigid rules of thumb.

Some topics covered:

What are guardrails and how do they work?

How do we adjust withdrawals during market ups and downs?

Why flexibility matters more than precision.

Whether you’re approaching retirement or already in it, this conversation will give you a clearer picture of how we help clients enjoy their money—without the fear of running out.