96. How to Manage Your Spending in Retirement With Tom Black



It’s not enough for your advisor to know what’s going on with your retirement, you need to know as well.

Of course you want to spend all the money you saved for retirement. In this episode, Tom Black shares how you can be successful in your retirement. Tom speaks about some of the “rules” around retirement spending and why not everyone can keep up with them. 

Tom discusses:

  • Why more people are looking towards retirement
  • The first step to creating a real retirement plan
  • Why having a good handle on your monthly will likely lead to you having a successful retirement
  • The “rules” of retirement and spending and why it’s not for everyone to follow
  • And more

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About Tom:

As a Financial Planner, Tom has a thorough understanding of the complex issues that must be addressed when preparing a strategic retirement plan.

Tom has always been interested in wealth management, graduating with a Finance degree from Brigham Young University. He attributes his career path to his passion and desire to help enrich peoples’ lives. Tom is motivated by helping people maintain financial independence and their active lifestyle long into retirement by providing a holistic financial review process. Prior to joining TRS, Tom gained extensive experience overseeing client-business relationships, client satisfaction strategies, accounting, budgeting, projections, and financial operations at Abadan, Yakima Valley Farmworkers, and Connell Grain Growers.