Retirement Income Planning: How You Can Make Withdrawals from Your Investment Accounts in Retirement

Special guest Francois Giguere joins Karl Frank, CFP and Nathan Merrill to discuss the way that A&I Financial Services helps their clients set up a safe way to set up a steady retirement income from investment accounts.

Many people cannot retire without a substantial investment portfolio. Many people depend upon those investments to provide the income they need during retirement.

Listen and learn:

- When should we start to plan for making withdrawals from our investment accounts?

- How does Covid change retirement?

- 3 key risks about using investment accounts for retirement income, and how to avoid them.

- How to set up income “guardrails,” or policies that you can live by and that provide confidence.

- What are the primary drivers of risks, like spending too much?

- What about inflation and how does that affect my retirement income?

- What about the risk that something may happen to my health?

- Who is at greater risk for retirement income problems? The husband or the wife? The healthy person or the less-healthy spouse? It might not be who you think!

And hear a real-world story, making it real for our listeners. Francois Giguere, CFP(R) is a former General Manager of an NHL hockey club and a knowledgeable professional who is generous with his advice. Learn from a pro!

Learn more about the retirement income planning here:

https://www.assetsandincome.com/who-we-serve/retirement-planning

Expert Network team provides free consultations. Just mention that you listened to the podcast. 

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]

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