Episode 18: Building Your Framework for Retirement


In this episode of The Science of Economic Freedom, we dig into the basics of how to construct your retirement framework, and how to ask the right questions that could ultimately determine your retirement success.

Topics covered in this podcast include:

  • What will you do in retirement? Where will you live? What lifestyle changes do you plan on making? The answers will drive your spending decisions.
  • Key Medicare and Social Security age considerations.
  • Income streams—the more, the merrier.
  • Spending—essential vs. discretionary.
  • Assets, liabilities and fine-tuning your personal balance sheet.
  • The “4 percent rule.”
  • Monitoring assets, spending and future income streams.
  • The importance of hiring a Certified Financial Planner.

Thanks for visiting!

You are leaving the Mercer Global Advisors website and will be redirected to the Science of Economic Freedom (SOEF) website. SOEF is brought to you by Mercer Advisors Inc., the parent company of Mercer Global Advisors Inc., and is not involved with investment services. Mercer Global Advisors Inc. is an SEC-registered investment adviser headquartered in Denver, CO.

The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.