Inflation, Cash Flow Projections, and Retirement Spending

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CFP®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with this week’s case study. An investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client’s spending projections.