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Considering Cash Flow in Retirement

There are so many ways to build a successful retirement from our medical profession. Regardless of our choice of flavor, cash flow in retirement is perhaps the most important aspect to consider. V. 1 The first version of retirement I ever contemplated was an age problem. As in, once I reach the appropriate age I […]

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Retirement Income and Sequence of Return Risk

Imagine this scenario: you have diligently saved and invested and are counting down the days to your 2022 retirement. 2 years into your retirement the economy tanks majorly. You are no longer employed and don’t have any other income sources. You were expecting to draw down 4% every year from your portfolio and could have […]

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Investing for Cash Flow for Steady Income

For some medical professionals investing can seem daunting. Even if someone has a healthy investment portfolio they may not consider themselves to be an investor. It’s a mix of not wanting to jinx our gains and being too humble to admit that we know what we’re doing. There are daily reports of investors who lose […]

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Immediate Fixed Annuity

One of the biggest fears of a retiree is running out of money during retirement. This could happen because of excess risk in the portfolio, uncertain economic events, or because you outlived your investments. An immediate fixed annuity can help protect against this financial uncertainty. With this kind of annuity it’s impossible to outlive your […]

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Covering Your Retirement Bases – Retirement Income Diversification

A friend called me last night from Portland and she was a little anxious about her investment portfolio. She’s 34 years old, single, no student loans, and works as a pharmacist. She finished school with minimal student loan debt and earned the majority of her income working for a large medical group. Just a couple […]

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