EPISODE · Oct 24, 2022 · 35 MIN
Joining Me Now Ep. 16: Transitioning Your Portfolio from the Accumulation Phase to the Income Phase
from New Focus on Wealth with Chad Burton · host New Focus on Wealth
The latest episode of Joining Me Now, featuring hosts Rob Black and Chad Burton, addresses what those entering retirements are doing to address current market conditions and inflation. Listen now as this dynamic duo talks about transitioning your portfolio from the accumulation phase to the income phase. Which accounts do you draw from first? What can you do to protect yourself from downturns in the market? Listen now to find out! Email your money question to [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.
What this episode covers
New Focus on Wealth with Chad Burton, CFP®
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Joining Me Now Ep. 16: Transitioning Your Portfolio from the Accumulation Phase to the Income Phase
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