Clients intrigued by SPACs? Insights to help you guide them
Resources

Transitioning to retirement and the 4% rule | PFP learning library podcast archive

May 19, 2022 · 21 min listen

FREE ACCOUNT

ACCESS

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

Already a member?

Log in with your account
 
Forgotten email
Forgotten password

Not a member?

To gain access to exclusive content, your first step is to join the AICPA & CIMA.

Related content

}