A few weeks ago I had someone ask whether it was possible to live off of dividend income alone in retirement.  This gentleman had saved up a nice chunk of Money and was currently invested 100% in stocks.  He was eligible for Social Security benefits, and was intent on never selling any of his shares in retirement.

Instead, he wanted to live off the dividends his portfolio produced to pay his expenses.  He thought that between his Social Security benefits and dividend income he’d have plenty to pay his bills.  I thought this was an interesting question, and dive into the details in today’s podcast episode.

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Ep #250 – Should I Roll My 401k Into an IRA?

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Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.