Ep #134 - Recreating Retirement Paychecks - Where Planners Earn Their Keep

We’ve recently heard from clients that saving and having a “set it and forget it” investment strategy was the easy part of planning for retirement. As soon as they start to think about how they will turn savings into income, it starts to feel complicated. How will they pay themselves? From what account? What investments should be sold and by when? How do these decisions domino into taxes and healthcare/Medicare premiums? It can feel like one big 3D puzzle! Listen in as Adam and Ben discuss how they hope to uncomplicate the process for their clients.Ticket #T008780Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.