$1 to $5 Million Saved – Should I Change Advisors?

In this show, we explore why people in this financial bracket often rethink their strategy and discuss key topics like tax planning, withdrawal strategies, and income guardrails. With more at stake and no room for mistakes, the importance of having a skilled team to guide you through retirement is greater than ever.

Here’s what we cover in this episode:

0:00 – Intro

1:52 – Shift to Distribution

5:25 – Are you paying too much in taxes?

10:58 – Will your money last?

14:07 – Final thoughts

 

Want to connect with us?  

Web: https://listentoscott.com/

Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724

 

Watch the show on YouTube: https://bit.ly/3RiT7Ky