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How Shohei Ohtani’s Contract Explains Smart Retirement Planning | Delay Now, Gain Later: The Power of Income Deferment | Retirement Risk: When to Ease Off the Gas
What does Shohei Ohtani’s baseball contract have to do with your retirement? A lot more than you’d think. In this episode, financial advisor Michelle Anthony breaks down how income deferment—like Otani’s deal—can be a powerful strategy for retirement planning. From deferred annuities to Social Security timing and Roth conversions, Michelle explains how delaying income can offer tax advantages, cash flow flexibility, and long-term financial stability. Plus, she shares tips on de-risking your portfolio after age 50 and building a retirement income timeline that works for your life.
Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!
Follow us on Facebook!
See omnystudio.com/listener for privacy information.
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By Michelle AnthonyWhat does Shohei Ohtani’s baseball contract have to do with your retirement? A lot more than you’d think. In this episode, financial advisor Michelle Anthony breaks down how income deferment—like Otani’s deal—can be a powerful strategy for retirement planning. From deferred annuities to Social Security timing and Roth conversions, Michelle explains how delaying income can offer tax advantages, cash flow flexibility, and long-term financial stability. Plus, she shares tips on de-risking your portfolio after age 50 and building a retirement income timeline that works for your life.
Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!
Follow us on Facebook!
See omnystudio.com/listener for privacy information.