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EPISODE · Oct 15, 2021 · 46 MIN

Decumulation and Mistakes to Avoid When Planning for Retirement

from Retirement Roux with Simon & Simon Financial · host Gerald Simon, Chad Simon, Grant Simon

Decumulation is more than just spending those hard earned retirement dollars. We need to set up lifetime income. Pay attention to tax ramifications. Make sure healthcare is covered. What about legacy planning. Oh and don’t forget to have fun. In this episode, we’ll highlight some mistakes to avoid in planning for retirement. To connect with the Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.See omnystudio.com/listener for privacy information.

What this episode covers

Decumulation is more than just spending those hard earned retirement dollars. We need to set up lifetime income. Pay attention to tax ramifications. Make sure healthcare is covered. What about legacy planning. Oh and don’t forget to have fun. In...

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Frequently Asked Questions

How long is this episode of Retirement Roux with Simon & Simon Financial?

This episode is 46 minutes long.

When was this Retirement Roux with Simon & Simon Financial episode published?

This episode was published on October 15, 2021.

What is this episode about?

Decumulation is more than just spending those hard earned retirement dollars. We need to set up lifetime income. Pay attention to tax ramifications. Make sure healthcare is covered. What about legacy planning. Oh and don’t forget to have fun. In...

Can I download this Retirement Roux with Simon & Simon Financial episode?

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