Becoming a Spender Instead of a Saver in Retirement

Only one third of retirees are comfortable spending their retirement money! Most would rather live off Social Security, pensions, or income from part-time work, rather than spend down their nest egg. It is a delicate balance in retirement - you don't want to compromise your quality of life, but neither do you want to run out of money!

Derek with Three Leaf Financial specializes in helping people change their mindset in retirement. He explains his action plan to Erin Kennedy:

1. Create a Spending Plan

2. Assess Fixed Income Sources

3. Bridge the "Retirement Gap"

A holistic financial plan will include sustainable income sources that will allow you to feel comfortable spending (or even growing!) the money you've worked so hard to accumulate. This kind of planning is what we specialize in at Three Leaf Financial.