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What is a Retirement Drawdown Strategy? 6 Tips to Make Your Money Last
You've spent decades building your nest egg. Then, when you retire you need a plan to stop saving and start spending, but not too much that you risk running out of money. As Derek Sauerwine with @ThreeLeafFinancial explains to Erin Kennedy, it's a delicate balance that requires you to consider these 6 variables: A Plan to Minimize Taxes Make the Right Decision about Social Security Benefits Choose the Right Pension Payout Balance Guaranteed Income and Long-Term Growth Pla

Derek Sauerwine
4 days ago1 min read


Should You Buy Risky Assets (like crypto or real estate) in Your 401(k)?
Big changes could be coming to your 401(k). A new Executive Order paves the way for riskier assets, like private equity, real estate, and even crypto, to be included in workplace retirement plans. But is this a good move for everyday investors? Chad Gough with Three Leaf Financial and Erin Kennedy break down the pros and cons, including: * What private equity really is * The risks vs. rewards of alternative investments * Why fees matter—and who really benefits * Who (if

Chad Gough
6 days ago1 min read


July 2023 Market Review & Commentary
As we wind down the last few weeks of Summer, we hope that if you are currently traveling or traveling soon, that it is safe and...

Derek Sauerwine
Aug 10, 20232 min read
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