The WealthAbility Show with Tom Wheelwright, CPA cover image

Retirement [7/7 Series Pt. 2]

The WealthAbility Show with Tom Wheelwright, CPA

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How to Create Income for Your Retirement

For a constrained investor, what I find after interviews of studying this nearly 20 years now, roughly a 50 50 mix between safety and risk is ideal. But again, it's the sequencing of how you take money out and from what you're taking it from that's very, very important. What I write about in the book is a hybrid strategy: bucketing or segmenting assets.

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