The Retirement Key

The Retirement Shift Most Investors Miss


Listen Later

The retirement playbook changes fast—are you prepared for what comes next? In this episode from this past weekend’s radio show, Abe Abich breaks down the critical shift from saving for retirement to generating income in retirement. He explains how “phase two” planning differs from accumulation, what to look for when choosing a financial advisor, and why tax strategies like Roth conversions may matter in your 60s. The conversation also highlights sequence of returns risk and how market timing can impact withdrawals. If retirement is near or already here, this episode outlines key considerations to evaluate your approach.

Schedule your complimentary appointment today: TheRetirementKey.com

 

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

 

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Retirement KeyBy Abe Abich

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

5 ratings


More shows like The Retirement Key

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,241 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,949 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,334 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

535 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

896 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

696 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

823 Listeners