In This Video:

How much can you really spend in retirement without running out of money? In this debut episode of The Max Retirement Show, Scott breaks down the biggest retirement spending mistakes, why the 4% rule might not work for you, and how to create a dynamic spending plan that adapts to market conditions, taxes, and life changes.

Things to Consider:

Learn about the three key factors that determine how much you can spend: the phases of retirement, market fluctuations, and taxes. We’ll also introduce you to retirement income guardrails, a smarter approach to spending that allows you to adjust your withdrawals based on good and bad market years.

Plus, Scott answers a listener question about annuities vs. brokerage accounts for legacy planning and shares his Retirement Chart of the Week, helping you navigate market volatility.

Here’s what we discuss in this episode:

0:00 – Big updates and intro

2:25 – The 4% rule

4:11 – 3 Key Factors

8:28 – A smarter withdrawal strategy

10:55 – Chart of the week

13:22 – Listener question

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