How Long Will Your Money Last? The Real Math Behind Retirement Success
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How Long Will Your Money Last? The Real Math Behind Retirement Success
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Most retirees worry about whether their money will last—but few understand the real variables that determine success. In this episode, we go beyond the usual “spend less, earn more” advice and unpack the math that truly drives a sustainable retirement: the rate of return you actually need, how to stress-test your portfolio against bear markets, and why flexible withdrawals can extend the life of your nest egg.
Tyler Emrick, CFA®, CFP®, walks through how a real financial plan uses Monte Carlo simulations, withdrawal sourcing strategies, and tax-smart distribution planning to give you confidence—even in volatile markets.
If you want your money to last as long as you do, this episode will give you the framework to make smarter decisions today and a stronger plan for tomorrow.
Here’s some of what we discuss in this episode:
📉 Do You Know Your Required Return? Most people don’t — yet it determines your entire investment strategy.
📊 Sequence-of-Return Risk - What happens if you retire into a 2008-style crash?
🔍 Monte Carlo Simulations - Not a Formula 1 race — a tool that models thousands of possible retirements.
🧮 Retirement Smile Concept - Why your spending won’t stay the same over 30 years.
💸 Smarter Withdrawals - The order of withdrawals can save thousands in taxes.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
Our website: https://www.truewealthdesign.com/
Phone: 855.TWD.PLAN
Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/
Schedule your no-cost discovery call: http://bit.ly/calltruewealth
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