Turning 70 can bring financial decisions that may reshape the next chapter of retirement. Dan Groben and Phil Menard discuss preparing for required minimum distributions, managing potential tax surprises, and reviewing investment allocations. They also explore Roth conversions, realistic retirement spending, qualified charitable distributions, estate planning, and the importance of continually stress-testing a retirement strategy as life and expenses change.

Connect with Dan & Phil at Servant Advisors Group

Turning 70 can bring financial decisions that may reshape the next chapter of retirement. Dan Groben and Phil Menard discuss preparing for required minimum distributions, managing potential tax surprises, and reviewing investment allocations. They also explore Roth conversions, realistic retirement spending, qualified charitable distributions, estate planning, and the importance of continually stress-testing a retirement strategy as life and expenses change.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.”

With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the “Retirement Results Podcast” is your next must-hear show. Listen and subscribe today!

Struggling to get the facts about your retirement plan? Do you need a source that doesn&rsquo;t beat around the bush? Find the results you need with the &ldquo;Retirement Results Podcast.&rdquo;
With the &ldquo;Retirement Results Podcast,&rdquo; hosted by Dan Groben and Phil Menard of Servant Advisors Group, you&rsquo;ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the &ldquo;Retirement Results Podcast&rdquo; is your next must-hear show. Listen and subscribe today!