From Savings to Paycheck: Creating Income in Retirement

In this episode financial advisors and retirement planners Sam Benson & Linwood Fraher of Martin Wealth Solutions explain how retirees and pre‑retirees can boost their income in retirement through smart planning. They walk through realistic strategies—ranging from asset allocation and withdrawal sequencing to tax‑efficient distributions and income‑generating investments—that help ensure clients stretch their savings and optimize cash flow. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Introduction & Overview 00:45 Meet the Hosts 02:15 Retirement Income Challenges 04:00 Asset Allocation for Income 07:20 Withdrawal Sequencing Tips 10:35 Tax‑Efficient Distributions 13:00 Income‑Generating Investments 15:30 Real‑Life Case Example 17:40 Wrapping Up & Tips 18:51 Outro & Contact Info Disclaimer: Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.