Why Small Retirement Decisions Can Have a Lasting Impact

Retirement is new territory for most people, and decisions that seem small today can have a meaningful impact years from now. In this video, Jeffrey Lindsay, CFP® explains how an experienced advisor can help retirees anticipate challenges, avoid common mistakes, and understand how choices involving withdrawals, investments, taxes, and Roth conversions may affect their long-term plan. He also shares why the logical approach behind Peterson Wealth Advisors’ Perennial Income Model™ helped shape his philosophy for managing retirement assets. Learn more about Peterson Wealth Advisors and our approach to retirement planning: www.petersonwealth.com Questions? Email us at info@petersonwealth.com. Peterson Wealth Advisors is a registered investment adviser. This video is for educational purposes only and should not be considered individualized investment, tax, or legal advice. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.