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.

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.

Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 728-2225

Retirement Roux with Simon & Simon Financial

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...

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