Retirement Roux with Simon & Simon FinancialRetirement Roux with Simon & Simon Financial
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Decumulation and Mistakes to Avoid When Planning for Retirement

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Decumulation is more than just spending those hard earned retirement dollars. We need to set up lifetime income. Pay attention to tax ramifications. Make sure healthcare is covered. What about legacy planning. Oh and don’t forget to have fun.

In this episode, we’ll highlight some mistakes to avoid in planning for retirement.

To connect with the Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.

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Retirement Roux with Simon & Simon Financial

Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning 
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