Purpose and financial stability are vital aspects of post-retirement. In this episode of the AICPA PFP Section podcast, Lauren Minch interviews Oscar Vives, CPA/PFS, to explore retirement planning and how retirees can cultivate a fulfilling life while managing finances wisely. Discussing the impact of purpose on well-being, the history and relevance of the 4% rule, and strategies for balancing spending to avoid financial regrets, these expert insights on retirement planning are crucial for CPA financial planners.
Retirement is one of