When planning for retirement, what steps are you taking to ensure you achieve the freedom and peace of mind you deserve? Many retirees may fall into a trap that they never saw coming, such as paying more than expected in taxes or losing their money’s buying power due to inflation. In order to overcome these risks, individuals must carefully and strategically design a financial plan that accommodates these liabilities and generates protected income that can’t be outlived.
In this episode of Money Script Monday, Michael dives into a three-sided approach to reaching financial well-being in retirement.
Resources Provided for This Episode
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