AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
21min chapter
471. Unlocking Financial Freedom: Mastering the Art of Decumulation with Dana Anspach
Earn & Invest
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode