Safeguarding Your Nest Egg: Essential Steps for a Safer Retirement | Episode 118

Safer Retirement Radio

In this enlightening episode of Safer Retirement Radio, owner and founder Brian Decker and Arrin Wray, our Utah-based planner from Decker Retirement Planning, unveil the essentials of crafting a robust retirement distribution plan. Unlike accumulation plans, a distribution plan is your roadmap to a secure and prosperous retirement. Key Takeaways: Risk Reduction: Learn how to adjust your market exposure as retirement approaches to safeguard your nest egg. Tax Minimization: Discover strategies like Roth conversions and charitable trusts to reduce your future tax liabilities. Portfolio Optimization: Find out how to maximize returns with principal-guaranteed accounts and momentum strategies. Fee Minimization: Understand the importance of minimizing fees to maximize your net monthly income. Brian and Arrin also explain into how market conditions and political changes can impact your retirement portfolio. They advocate for a balanced approach that not only protects your assets but also ensures growth. Don't leave your retirement to chance. Tune in to gain valuable insights and take the first step towards a safer, more confident retirement journey. For personalized advice, visit Decker Retirement Planning and schedule your consultation today.