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What Is Your Wealth Distribution Strategy?- Episode 176

There are two distinct phases of your financial life.  The first one is the years (decades) that you spend accumulating assets: building your savings, investing in retirement plans, etc. The second phase is when you begin taking those accumulated assets as distributions and live off of that income in retirement.

The first phase is usually the one that gets all the attention.  Books have been written on how to accumulate millions of dollars.  But it’s the second phase that is far more important.  How do you distribute your assets so that you don’t run out of money before you run out of time?

Learn all about it from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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