Ashley Patterson discusses the critical aspects of retirement planning, focusing on the often-overlooked phase of decumulation. She emphasizes the importance of creating a sustainable income strategy that allows retirees to enjoy their wealth without the fear of outliving their savings. The discussion covers various risks associated with retirement, including market volatility, longevity, inflation, and healthcare costs. Ashley also highlights the benefits of leveraging life insurance for retirement planning and the significance of structuring inheritances and charitable giving to maximize tax efficiency.

Reach the Texas Money Mavericks at 800-971-4549.

 

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