Managing Retirement Risks: A Legacy & Lifestyle Approach

On this exclusive episode, Dave is diving into key topics that can make or break your retirement experience. He shares insights on how to optimize Social Security benefits, manage tax liabilities, and navigate those unpredictable market swings that can impact your portfolio. He also breaks down the importance of establishing a safe withdrawal rate to ensure your funds last as long as you do.

But that’s not all. Dave tackles some of the big concerns, too—like planning for long-term care, dealing with inflation, and understanding why having multiple streams of income is crucial. 

Expect to hear about strategies for reducing the risk of outliving your assets, maximizing Social Security, and planning for inevitable healthcare costs. With statistics, expert opinions, and practical solutions laid out clearly, this episode aims to arm you with the knowledge you need to make informed decisions.

If you’re looking for more resources, don’t forget to check out www.retirementriskadvisors.com, where you can find webinars, planning tools, and options to schedule a consultation with experts who can help tailor a strategy specifically for you.