This video discusses the required retirement savings so Sam and Sally can spend $75,000 annually after tax. We cover two examples. The first example uses the most common retirement cash flow modelling approach - the linear approach of constant return and constant inflation. The second example uses a variable approach - fluctuating return and fluctuating inflation. The linear or fixed approach is appropriate for comparing various scenarios. The variable approach is more reflective of the real world.
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Shaun Humphries B. Admin, CFP®
Senior Financial Planning Advisor
Assante Capital Management Ltd.
10 сен 2024