Ramp Up to Retirement
You’ve Retired. Now What? The Hardest Financial Shift You’ll Ever Make
Key Takeaways
- The #1 mistake retirees make when “flipping the switch”
- How market downturns affect withdrawals differently from contributions
- Why tax surprises can be more common (and dangerous) in retirement
- How to align spending, legacy goals, and income with confidence
Show Notes
Most people think the hard part is saving for retirement, but the real challenge begins when the paychecks stop.
Dan Reese walks through the crucial mental and financial shift from accumulation to decumulation and why so many retirees get it wrong. From tax surprises and market volatility to emotional roadblocks and overlooked estate planning, Dan breaks down the common pitfalls and shares what it takes to create a truly sustainable income plan.
You’ll learn how to map out long-term tax liabilities, balance guaranteed vs. variable income, and build financial confidence in retirement.
Resources
Carson Wealth Retirement Readiness Quiz
About the Podcast
You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful!
As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.