Is Your Financial Advisor Missing This Important Step?
The Savvy Investor Podcast · Mike Canet
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Show Notes
Steph Curry believes his retirement is near and shares the mindset he has as his playing career is in its final years. Ryan Herbert addresses Curry’s mindset and how it relates to people nearing their retirement. He emphasizes the need for an income plan and outlines the steps that need to be taken to ensure you don’t outlive your life savings.
Ryan also highlights tax efficiency and discusses the transition from the accumulation phase to the distribution phase in retirement.
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