Hi ,
Recently I spoke with someone preparing for retirement.
He had saved close to $800,000.
On paper that sounds comfortable.
But he told me something unexpected.
“I still don’t feel confident about retiring.”
Not because he didn’t have money.
But because he didn’t know whether his investments could actually support income for the next 25–30 years.
This is something I see quite often.
The real stress in retirement planning usually isn't about how much money we have.
It’s about whether the portfolio structure is reliable.
I wrote a short reflection about this recently.
👉 What Retirement Stress Really Looks Like
https://www.linkedin.com/newsletters/independent-wealth-7358356328307666945/
Thought you might find it interesting.
Warm regards,
Zest
Executive Wealth Consultant | Associate Estate Planning Practitioner |
Licensed General Insurance Advisory
DISCLAIMER;
This message contains privileged and confidential information from Infinity Financial Advisory Pte Ltd. If you are not the intended recipient of this electronic message, please do not disseminate, copy or take any action in reliance on it. We request you notify us immediately before deleting this message. Any views expressed in this message or attachment/s are those of the individual sender and are not necessarily the views of the company. Infinity Financial Advisory Pte Ltd uses virus scanning software and while due care and attention is taken; the company excludes all liability for any loss or damage caused whether directly or indirectly by any computer virus or other defects transmitted with any email and any attachment(s), to the extent permitted by law. It is sent on the strict condition that the user carries out and relies on its own procedures for ensuring that its use will not interfere with the recipient's systems including but not limited to scanning this email and any attachment(s) for viruses and defects before opening or sending them on. The recipient assumes all risk of use and releases the sender from all responsibility and liability for any direct or indirect consequence of use.
0 comments