👉 ⁠⁠Let us help with your retirement or financial plan: ⁠⁠https://getrevise.com⁠

Timing is everything when it comes to retirement planning. Learn how strategic timing decisions—such as when to start drawing income, claim Social Security, and utilize fixed indexed annuities—can significantly impact long-term financial security. Through a real-world case study, we break down how a retiree optimized their income strategy by carefully managing the sequence of withdrawals, tax considerations, and market risks.

In this episode of the Slow Money Show by Revise, we will:

• Examine the importance of timing in retirement income planning.

• Analyze how delaying or accelerating income sources affects long-term wealth.

• Discuss tax-efficient strategies for structuring withdrawals.• Highlight how fixed indexed annuities can provide stability while maintaining flexibility.

• Offer insights into balancing guaranteed income with market-driven investments.

00:00:00 Impact of an Extra Work Year on Retirement Savings

00:02:25 The Impact of Compounding Over 30 Years

00:04:55 Understanding Retirement Planning Strategies

00:09:21 Understanding Longevity and Retirement Planning

00:11:45 The Risks of Early Retirement and Overspending

00:14:17 Understanding Retirement Risk and Opportunities

00:16:31 Retirement Spending Strategy: Finding Your Financial Balance

00:18:54 Calculating Retirement Priorities