Episode Details

You worked hard, saved smart, and finally made it to retirement. But what happens when your retirement income is actually higher than what you earned while you were working? Sounds like a dream, right? It is, but it also means the old financial playbook goes out the window. The questions you should be asking now are completely different from what most retirees expect. Doug Goldstein, CFP®, breaks down why untouched accounts are a signal, not a safety net, and what to do about it before it's too late to plan efficiently.