Retirement: Are You Ready?

If you are nearing retirement – or just planning for it – there are some important aspects you will need to consider. Unfortunately, many financial advisors do not thoroughly explain all of the pieces of the puzzle, leaving many retirees short of money during their retirement years.

The video below discusses the two important phases of retirement planning: The Accumulation Phase (which is where most financial planners will focus most of their time), and The Distribution Phase (an equally important part of retirement planning, but one which is often neglected by traditional financial planners and advisors).

You will also learn about the 3 types of money, and how proper management of these 3 types of money can impact both phases of your retirement plan.


Want to make sure you are ready for retirement when it comes? Just contact us today to schedule a free, no-obligation financial analysis with one of our qualified retirement planning strategists!