Justin King: The sustainable withdrawal conversation (Part 2)

 

In the second of our 3-part video series,  financial planner Justin King APFS, CFP  goes into more depth about his typical conversation with clients on sustainable withdrawal from their retirement portfolio.

In this example, 58-yr old Linda is considering using the services of a direct-to-consumer platform to draw an income of £17,000 from her £389,000 portfolio. Justin uses the Timelineapp to assess the sustainability of this approach. 

Justin often asks all his clients an important question; when are they going to die? They often don't know.  Then he tells them that this isn't a service his firm offers, yet. But of course, there are one-way flights from Bournemouth to Geneva! 

Enjoy! 

 

Missed the previous part?

Missed the first part of the series? Don't worry, we've got you covered. Go ahead and click right here to view it now.