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Mastering Decumulation in Retirement
Kelley discusses the critical phase of decumulation in retirement planning. She emphasizes the importance of creating a structured income strategy for retirees, addressing various risks such as market volatility, longevity, inflation, and healthcare costs. Kelley also highlights the significance of legacy planning and the need for tailored financial strategies to ensure a comfortable retirement. Listener questions reveal common challenges faced by retirees, including tax implications and the need for professional wealth management.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com
See omnystudio.com/listener for privacy information.
Published on 1 week ago