How to Be Sure You Don’t Outlive Your Money

As you prepare for your golden years, one of the biggest pitfalls you’ll need to avoid is the prospect of outliving your retirement savings. This involves more than simply saving up a giant nest egg. It means mitigating the risks of higher taxes, inflation and market volatility and maintaining your net spendable income. Doug Andrew draws upon more than 4 decades of financial planning experience to share with you what other advisors cannot. These strategies aren’t secrets so much as they are simply not widely known.

Here’s a sneak peek of what Doug goes over in this episode:

  • Do you know the 3 game-changing secrets that will ensure that you don’t outlive your retirement savings? This is stuff you must know before retirement.
  • A million dollar nest egg sure seems like a lot of money. If you want to keep more of it in your pocket, you’ll need to know the difference between tax-deferred and tax-free.
  • Why is so uncommon for people to find themselves in a lower tax bracket upon reaching retirement? It used to be axiomatic but no longer can be counted on as a sure thing.
  • Why do so many advisors believe that you shouldn’t be pulling out more than 4% annually from your retirement savings? There are better ways to enjoy a predictable rate of return.
  • Are there better alternatives to accumulating your nest egg in an IRA or 401(k)? What should you do if you’re currently saving like this?
  • What is Doug’s preferred vehicle for his serious cash? Learn how it’s possible to enjoy liquid assets safely earning a predictable rate of return.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.