Introduction

You spent your lifetime working hard, diligently saving and investing money to secure your financial future. But when it’s time for retirement, how do you schedule your income in a way that preserves your wealth as long as you need it to? The right strategy can help you manage taxes and maintain the standard of living you’ve been planning for. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Isabel Barrow discuss the potential risks to your retirement income. Later in the episode, Jean and Isabel are joined by Jessica DeBold, the director of advanced planning strategy and tools with Edelman Financial Engines, to explain strategies that may help optimize your retirement income plan.

This show is pre-recorded, and any callers are prescreened.

Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Although the information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.

The information being provided is for informational and educational purposes only and should not be construed as investment advice. You should consult with a financial advisor to help determine the best options for your particular circumstances.

Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

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