3 Ways to Boost Retirement Income
03/06/25 • 18 min
1 Listener
Morningstar recently published its annual "State of Retirement Income" research report.
This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯
In this episode, you'll learn:
► How researchers arrive at different recommended withdrawal rates
► Why popular withdrawal strategies are (likely) too conservative
► 3 proven strategies for boosting retirement income
And since there is no one-size-fits-all, you'll also learn the pros and cons of each retirement income strategy discussed!
***
2025 TAX CHEATSHEET
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).
You'll also receive weekly retirement and investing tips from yours truly.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
Morningstar recently published its annual "State of Retirement Income" research report.
This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯
In this episode, you'll learn:
► How researchers arrive at different recommended withdrawal rates
► Why popular withdrawal strategies are (likely) too conservative
► 3 proven strategies for boosting retirement income
And since there is no one-size-fits-all, you'll also learn the pros and cons of each retirement income strategy discussed!
***
2025 TAX CHEATSHEET
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).
You'll also receive weekly retirement and investing tips from yours truly.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
Previous Episode
The Biggest Retirement Investment Risk: How to Protect Your Portfolio
Today I'm discussing the biggest retirement investment risk.
As Morgan Housel put it, "It's the hardest risk for people to understand...
...and it's the only one that really matters."
In this episode, you'll learn:
► What the three sides of risk are
► Why tail risk is all that matters
► How to mitigate this risk in your retirement plan
You'll also learn why most investors should (probably) stay away from investment products promising you lots of upside with limited downside.
***
2025 TAX CHEATSHEET
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).
You'll also receive weekly retirement and investing tips from yours truly.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
Next Episode
ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
ESG investing is exploding in popularity—but it's also a giant, confusing mess.
Over $35 trillion in global assets now follow ESG guidelines. 🤯
But despite the rapid growth, most retirement investors still don't fully understand ESG investing...
...or how to spot legitimate ESG strategies from clever marketing hype.
To help break through the confusion, Liz Simmie joins me to discuss:
➤ What ESG investing is and how it differs from Socially Responsible Investing (SRI)
➤ How retirement savers should evaluate ESG funds, particularly in terms of cost and performance
➤ The #1 data point Liz screens for when evaluating an ESG investment
We also explore how investors can cut through ESG marketing hype to find genuinely responsible investment solutions.
***
2025 TAX CHEATSHEET
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).
You'll also receive weekly retirement and investing tips from yours truly.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/stay-wealthy-retirement-podcast-204988/3-ways-to-boost-retirement-income-86817020"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to 3 ways to boost retirement income on goodpods" style="width: 225px" /> </a>
Copy