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5 Years Until Your Last Day: How to Handle the Shift from Career to Retirement
When you hit 60, there's a mental shift that begins to occur. After spending 30+ years earning and saving, you are suddenly just a few years away from beginning to spend your retirement income. It's a challenge every retiree faces: How do you step away from regular paychecks to drawing down your savings every month?
In this episode, we discuss how to create an option-rich life in retirement, where your money will come from, how to handle taxes, how to stay flexible, and much more! Tune in to hear the whole conversation.
0:00 – Disclosure
0:48 – Kicking off the 75th episode milestone
7:22 – The shift from saving to spending in retirement
12:05 – Translating a balance sheet into a retirement lifestyle
17:55 – Mapping out income timelines and the "go-go years" of retirement
26:24 – Flexibility vs. fixed income: common pitfalls with annuities
32:23 – Illustrated projections in retirement products
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
Connect with Monument Wealth Management:
Visit our website
Subscribe to our Private Wealth Newsletter
Subscribe on YouTube
Follow us on: LinkedIn, Instagram, and Facebook
Emily Harper on LinkedIn
David B. Armstrong on LinkedIn
About "Off the Wall":
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.
Learn more about our host, David B. Armstrong, on our website at https://monumentwealthmanagement.com
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By Monument Wealth Management
5
3333 ratings
When you hit 60, there's a mental shift that begins to occur. After spending 30+ years earning and saving, you are suddenly just a few years away from beginning to spend your retirement income. It's a challenge every retiree faces: How do you step away from regular paychecks to drawing down your savings every month?
In this episode, we discuss how to create an option-rich life in retirement, where your money will come from, how to handle taxes, how to stay flexible, and much more! Tune in to hear the whole conversation.
0:00 – Disclosure
0:48 – Kicking off the 75th episode milestone
7:22 – The shift from saving to spending in retirement
12:05 – Translating a balance sheet into a retirement lifestyle
17:55 – Mapping out income timelines and the "go-go years" of retirement
26:24 – Flexibility vs. fixed income: common pitfalls with annuities
32:23 – Illustrated projections in retirement products
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
Connect with Monument Wealth Management:
Visit our website
Subscribe to our Private Wealth Newsletter
Subscribe on YouTube
Follow us on: LinkedIn, Instagram, and Facebook
Emily Harper on LinkedIn
David B. Armstrong on LinkedIn
About "Off the Wall":
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.
Learn more about our host, David B. Armstrong, on our website at https://monumentwealthmanagement.com