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The Four Unique Risks in Decumulation

The Four Unique Risks in Decumulation

Released Monday, 29th April 2024
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The Four Unique Risks in Decumulation

The Four Unique Risks in Decumulation

The Four Unique Risks in Decumulation

The Four Unique Risks in Decumulation

Monday, 29th April 2024
Good episode? Give it some love!
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You’ve been accumulating your savings your entire life, but when the time comes to draw down your investments, there are new risks. In this episode, we’ll discuss four risks that come with the decumulation phase of retirement. 

Press play to learn how to avoid these risks in retirement. 

Are you looking for a new advisor? One of our listeners is looking for a checklist to help him hire a retirement advisor. While answering that question I went ahead and made my advisor checklist available to all of you to download here.

Outline of This Episode

  • [1:47] Understand effective strategies for the decumulation phase
  • [11:20] Do I have a checklist to use to hire a retirement advisor? 

Resources & People Mentioned

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