Retirement planning in 2025 looks very different than it did even a decade ago. Inflation, market volatility, political instability, and longer life expectancy have all changed the game. This webinar guides investors on how to build a flexible, resilient retirement strategy.
We start by redefining the goal: Retirement is no longer about hitting a “magic number,” but creating a sustainable income stream and quality of life.
We’ll explore:
- The 4% rule — still valid?
- Safe withdrawal strategies in volatile markets.
- Building a retirement income ladder: combining dividends, annuities, bonds, and part-time income.
Participants will also learn how to factor in healthcare costs, currency risk (for digital nomads or expats), and tax planning. Special attention will be given to tax-efficient retirement accounts in various countries (IRAs, 401(k)s, ISAs, Superannuation, etc.).
A modern portfolio may include stocks, REITs, bonds, gold, and digital assets — we’ll explain how to balance these depending on your retirement horizon and risk profile.
The session will include a Retirement Portfolio Builder Template, and walk attendees through a few examples based on different ages, income levels, and lifestyle goals.
By the end, participants will walk away with clarity and confidence — ready to invest not just for retirement, but for freedom.
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