471. Unlocking Financial Freedom: Mastering the Art of Decumulation with Dana Anspach
Earn & Invest
00:00
Running Out of Money in Retirement
This chapter discusses the issue of running out of money in retirement. They share stories of clients who overspent and eventually ran out of money, as well as the importance of giving clients permission to spend their wealth. The chapter also highlights the challenges of de-cumulation in financial planning, including complex tax implications and the need for coordination to make assets work effectively.
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