Some things we discuss in this episode:

 

Distribution phase of retirement - The time in your life when you start collecting on the investments and retirement savings accounts you've set up throughout your life. 

• Accumulation vs distribution phase
• Being "successful" during this phase of your life can not only provide an income for you but can help you with long-term health costs as well
• Avoiding unpleasantness of retirement costs with planning
• Common sense planning

 

Questions to ask yourself:

1. Which phase are you in - accumulating or distribution? 

2. Where are you currently distributing your money? 

3. Does your advisor know what you want to get out of your money?

 

If you want to know more about what DAK Financial Group can do for you, check out our website or send us a message on Facebook. We'd love to hear from you!