Some financial questions are obvious and popular, while others are more hidden. Today, we dig through some of the more overlooked yet equally important questions to ask when going over your retirement plan. From savings that later turn into your largest expense, are you watching these financial elements closely? Do you know how much you can safely withdraw from your retirement savings?
Alan and Troy share what indicators they track and how to calculate both your expenses and needs-based income in retirement. You may be surprised by what you look at differently over time as your financial needs and goals change.
Here's some of what we discuss in this episode:
- How much are my tax-deferred savings going to cost me?
- How much can I withdraw from my savings safely?
- Do I need life insurance once I'm retired?
Episode Resources
Tax liability calculator:
https://retirementtaxbill.com/?u=MFZxWUQvT0pkUmdLay85eUlIU2tkZz09
Get additional financial resources here: https://mercurioadvisors.com/podcasts/
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Male Room with Dr. Jesse Mills
As Director of The Men’s Clinic at UCLA, Dr. Jesse Mills has spent his career helping men understand their bodies, their hormones, and their health. Now he’s bringing that expertise to The Male Room — a podcast where data-driven medicine meets common sense. Each episode separates fact from hype, science from snake oil, and gives men the tools to live longer, stronger, and happier lives. With candor, humor, and real-world experience from the exam room and the operating room, Dr. Mills breaks down the latest health headlines, dissects trends, and explains what actually works — and what doesn’t. Smart, straightforward, and entertaining, The Male Room is the show that helps men take charge of their health without the jargon.