How do you actually retire? It’s an odd question because it can be taken in many different directions. But it’s a question we get a lot… and the overall desired response ER Doc clients and prospects are looking for is how to manage the logistics of retiring – meaning: Where do I get my money from to afford my expenses? How does it actually end up in my checking account? How often will it be pulled and from what accounts specifically? There’s a lot to unpack there. 

In this episode, we paint broad brushstrokes to very personalized retirement-related topics in hopes to shed light on all the moving parts at play.