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$1 to $5 Million Saved – Should I Change Advisors?
Manage episode 456450480 series 2412204
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
Want to connect with us?
Web: https://listentoscott.com/
Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724
Watch the show on YouTube: https://bit.ly/3RiT7Ky
167 епізодів
Manage episode 456450480 series 2412204
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
Want to connect with us?
Web: https://listentoscott.com/
Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724
Watch the show on YouTube: https://bit.ly/3RiT7Ky
167 епізодів
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