Uncategorized

13
May

Why Your Retirement Bucket Plan May Be Failing You

In Episode 7 of The Intentional Exit Podcast, Rebecca Schriver breaks down one of the biggest misconceptions in retirement planning: that saving money is the same thing as preparing to live off of it. She explains why the traditional “retirement bucket” strategy often fails during the distribution phase, how sequence of returns risk can quietly devastate a portfolio, and why

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5
May

The Silver Tsunami Is Here: What the SECURE Act Really Means for Your Family’s Wealth

In Episode 6 of The Intentional Exit Podcast, Rebecca Schriver exposes one of the most overlooked threats to retirement wealth: the SECURE Act. She reveals how a law many celebrated as a win for retirees was actually designed to benefit the IRS — and why the largest wealth transfer in American history is already underway, whether your family is ready

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1
May

Why Retirement Plans Fail (Even If You Saved Enough)

In Episode 5 of The Intentional Exit Podcast, Rebecca Schriver explains why even the best savers can fail in retirement. She breaks down the hidden risks in distribution planning—from taxes and market timing to long-term care—and why strategy, not savings, determines success. Read More →

22
Apr

Inflation Isn’t the Problem

In Episode 4 of The Intentional Exit Podcast, Rebecca Schriver challenges one of the most common concerns in today’s economy: that inflation is the problem. Instead, she reframes it as a symptom of deeper forces—debt, money supply, and policy decisions. Rebecca breaks down how the devaluation of the dollar happens over time, how national debt impacts economic stability, and why

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15
Apr

Safety First Strategy

In Episode 3 of The Intentional Exit Podcast, Rebecca Schriver challenges one of the biggest misconceptions in retirement planning: that success is measured by how much you’ve saved. Instead, she shifts the focus to what truly matters—income. Rebecca breaks down why your expenses should drive your retirement strategy, how the transition from accumulation to distribution changes everything, and why many

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8
Apr

Savings vs Income

In Episode 2 of The Intentional Exit Podcast, Rebecca Schriver challenges one of the biggest misconceptions in retirement planning: that success is measured by how much you’ve saved.Instead, she shifts the focus to what truly matters—income. Rebecca breaks down why your expenses should drive your retirement strategy, how the transition from accumulation to distribution changes everything, and why many plans

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1
Apr

Accumulation vs Distribution

In Episode 1 of The Intentional Exit Podcast, Rebecca Schriver introduces one of the biggest risks in retirement planning: focusing only on accumulation without a clear distribution strategy. She explains the critical shift that happens when you move from saving and growing your money to relying on it—and why so many people are unprepared for that transition. Rebecca also uncovers the

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