The investing rules that helped grow your retirement savings may not be the same ones you need as retirement approaches. In this episode of Michigan’s Retirement Coach, Mike Douglas explains what should change, what should stay the same, and the common mistakes investors make when transitioning from accumulation to retirement income. He discusses diversification, risk management, portfolio rebalancing, inflation, and the impact of sequence of returns risk. Learn why balancing growth, income, and preservation becomes increasingly important in the years leading up to and through retirement.
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Taxes in Retirement – Roth Conversions Explained Simply
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Are Higher Interest Rates Changing Your Retirement Strategy?
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How Different Retirement Accounts are Taxed
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