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Where to Pull Retirement Income from When the Markets are Falling | 70% of Retirees Wish They had Done THIS | Dealing With a Lump Sum Pension | 4 Questions People Ask When Seeing a Financial Advisor

Where to Pull Retirement Income from When the Markets are Falling | 70% of Retirees Wish They had Done THIS | Dealing With a Lump Sum Pension | 4 Questions People Ask When Seeing a Financial Advisor

Retirement Coffee Talk ยท Charisse Rivers

March 29, 202548m 44s

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Show Notes

On this episode:

  • Should your retirement income always come from the same place?
  • Avoiding one of the biggest retirement mistakes.
  • Many people who take a lump sum pension are out of money in 5 years.
  • The main questions people are asking their financial advisors right now.

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Topics

retirementfinancial planningmarket volatilityincome strategiesretirement checklistRoth IRAretirement regretsinvestment strategiesretirement incomeretirement consultation401(k)tax planningfinancial advisorstress testingretirement planinflationlegacy planning