In this show, we explore why people in this financial bracket often rethink their strategy and discuss key topics like tax planning, withdrawal strategies, and income guardrails. With more at stake and no room for mistakes, the importance of having a skilled team to guide you through retirement is greater than ever.

Here’s what we cover in this episode:

0:00 – Intro

1:52 – Shift to Distribution

5:25 – Are you paying too much in taxes?

10:58 – Will your money last?

14:07 – Final thoughts

Want to connect with us?  

Web:https://listentoscott.com/

Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724

Watch the show on YouTube: https://bit.ly/3RiT7Ky

How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we’re going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success.

Here’s what we discuss in this episode:

0:00 – Intro

2:20 – You know where your money is going to come from

4:28 – You know what your risk score is

6:23 – You have strategies in place to reduce your tax liability

7:51 – Healthcare considerations

9:46 – Legacy

Schedule a 15-minute consultation:  https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of “Rounding Third:”  http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com