Your Guide:

Today’s episode is tailored to people who have between a million and $5 million saved for retirement or you think you are going to get there some day in the near future. Should you change your mindset once you’ve been able to save this much? When you start to get to this point, mistakes are amplified and the stakes are larger. In this show, we explore why people in this financial bracket often rethink their strategy and discuss key topics like tax planning, withdrawal strategies, and income guardrails. With more at stake and no room for mistakes, the importance of having a skilled team to guide you through retirement is greater than ever. Here’s what we cover in this episode: 0:00 – Intro 1:52 – Shift to Distribution 5:25 – Are you paying too much in taxes? 10:58 – Will your money last? 14:07 – Final thoughts Watch the show on YouTube: https://bit.ly/3RiT7Ky