Money Matters with Deb & LaurieMoney Matters with Deb & Laurie

Common Retirement Mistakes

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Money Matters with Deb & Laurie

We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve ou 
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In this episode of Money Matters, hosts Deb Christensen and Laurie Hancock, along with guest Bruce Rosenbloom, delve into the complexities of retirement planning, focusing on the critical transition from wealth accumulation to decumulation. They discuss common mistakes retirees make, the importance of structured withdrawal strategies, and the various risks associated with retirement income. The conversation emphasizes the need for a well-thought-out decumulation plan, including income floors, savings buckets, and legacy planning. Listeners are encouraged to take proactive steps in their financial planning to ensure a secure and enjoyable retirement.

Reach out to Deb and Laurie at  800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

 

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  1. Money Matters with Deb & Laurie

    117 clip(s)

Money Matters with Deb & Laurie

We believe that success is earned each day at a time by how we treat our clients, our advisors, our  
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