The DAK Financial Podcast, Episode 4 - How to be Successful During the Distribution Phase
Retirement planning is multi-faceted. There are so many moving parts when it comes to retiring, and we want to be sure you're succeeding in each stage.
Today, we're talking about how to be successful during the distribution phase of your retirement.
Other things we talk about in this episode
Distribution phase of retirement - The time in your life when you start collecting on the investments and retirement savings accounts you've set up throughout your life.
Accumulation vs distribution phase
Being "successful" during this phase of your life can not only provide an income for you but can help you with long-term health costs as well
Avoiding unpleasantness of retirement costs with planning
Common sense planning
Questions to ask yourself
1. Which phase are you in - accumulating or distribution?
2. Where are you currently distributing your money?
3. Does your advisor know what you want to get out of your money?