In this episode of Smart Money Radio, Tatyana Bunich and Gary Nolan discuss the critical phase of decumulation in retirement planning. They emphasize the importance of having a structured withdrawal strategy to ensure retirees can enjoy their wealth without fear. The conversation covers various risks associated with decumulation, including market volatility, longevity risk, and inflation. Tatyana shares insights on how to build a customized decumulation plan that aligns with individual lifestyles and values, while also addressing the need for effective tax and estate planning. The episode concludes with practical advice on managing investments during retirement and the benefits of charitable giving through qualified charitable distributions (QCDs).

Call 888-843-0143. Text SMART to 600700. Visit F1 Wealth to learn more.

See omnystudio.com/listener for privacy information.