When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, your investments aren’t the main factor when it comes to your plan. Dean Barber and Bud Kasper CFP®, AIF® review five factors that are more important than your rate of return on America’s Wealth Management Show. 

Morningstar Article: https://www.morningstar.com/retirement/good-news-safe-withdrawal-rates 

Retirement Plan Checklist: https://bit.ly/41BxKYQ

Roth Conversion Case Studies: https://bit.ly/48eaOBF

Become a Rothaholic: https://bit.ly/3GUOe53

Financial Planning Tool: https://bit.ly/3vjGya0

Meet with Us: https://bit.ly/3TBjAoP

Safe Withdrawal Rates for Retirement: https://youtu.be/Vld61sfqlEo 

Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI 

4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q 

Stress Testing Your Retirement Plan: https://youtu.be/hN42aRqv-1g 

5 Retirement Planning Tasks for a Better 2024: https://youtu.be/nZFgjFTKiIw