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Not a Guru: Real Financial Education with Mark Byelich, CFP®

Mark Byelich, CFP®

Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.

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Last week, we compared the traditional 4% rule of thumb against our 3 Pillars of Investment Management framework with eye-opening results. This week, we are taking the strategy a step further by integrating advanced, tax-efficient planning tools like... more

YouTube

The 4% Rule is a well known rule of thumb.  We’ve talked before about some of the issues and limitations of this rule, but what is an alternative?  In this video, I’ll discuss our income and distribution strategy and how it compares to the 4% Rule.

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Visit our website: www.attleborowealth.com

Schedule a meeting with Mark at: go.oncehub.com/webinarfollowupconsult

The opinions expressed in this program are for general informational purposes only and are not intended to provide s... more

Think your retirement fund is safe? Think again. A new index featured in the New York Times reveals the average 65-year-old needs $135,000 today just to cover future long-term care—and that number can jump past $665,000 depending on your health and s... more

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