Retirement In Focus, Episode 13: Savvy Moves for Lasting Wealth

One of the biggest concerns retirees face is simple: Will my money last? In Episode 13 of Retirement In Focus, Chris Mediate discusses some of the planning decisions that can help make retirement assets more durable. From managing taxes and investment risk to thinking carefully about how and where withdrawals are taken. In this episode, we cover: Why retirement planning should begin with the life you want your money to support How healthcare costs, taxes, and unexpected expenses can affect a long-term plan Why working longer should be a choice—not the only backup plan How Roth conversions and tax-efficient planning may help preserve more of your wealth Why taking too much risk—or too little—can both create problems in retirement How the order of withdrawals from taxable, tax-deferred, and tax-efficient accounts can affect your portfolio over time We also answer viewer questions about how much cash to keep in retirement, how often a retirement plan should be reviewed, what to consider after selling a rental property, and ways to think about leaving money to grandchildren. The bigger takeaway is that lasting wealth is not just about what you earn or how your investments perform. It is also about how strategically you use, preserve, and distribute what you have built. Retirement In Focus is presented by Mediate Financial and explores the decisions, risks, and strategies that can shape your retirement. Learn more at https://mediatefinancial.com/ All of our links: https://linktr.ee/mediatefinancial Not ready to schedule a free consultation just yet, but still wanting to take some action? We got you covered! You can claim our (FREE) Clear View Retirement Toolkit TODAY! Just visit mediateoffers.com or text "CLEAR" to 800-620-3878 #RetirementPlanning #RetirementIncome #TaxPlanning #FinancialPlanning #WealthPlanning