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1 You're not supposed to be here and other Dad wisdom 29:22
Maximizing Your Nest Egg, The Art of Strategic Withdrawals
Manage episode 476697024 series 2969076
In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the importance of tax efficiency in retirement planning. They explore various tools such as life insurance, income annuities, and Roth accounts, emphasizing the need for a diversified and strategic approach to wealth management. The conversation also draws parallels between retirement planning and lessons from classic literature, highlighting characters like Ebenezer Scrooge and Captain Ahab to illustrate the pitfalls of poor financial decisions.
If you have any questions call Elite Income Advisors 800-653-8404
or click here to visit our website.
Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,
See omnystudio.com/listener for privacy information.
Chapters
1. Maximizing Your Nest Egg, The Art of Strategic Withdrawals (00:00:00)
2. TEASE AFTER SOUND EFFECT (00:00:02)
101 episodes
Manage episode 476697024 series 2969076
In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the importance of tax efficiency in retirement planning. They explore various tools such as life insurance, income annuities, and Roth accounts, emphasizing the need for a diversified and strategic approach to wealth management. The conversation also draws parallels between retirement planning and lessons from classic literature, highlighting characters like Ebenezer Scrooge and Captain Ahab to illustrate the pitfalls of poor financial decisions.
If you have any questions call Elite Income Advisors 800-653-8404
or click here to visit our website.
Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,
See omnystudio.com/listener for privacy information.
Chapters
1. Maximizing Your Nest Egg, The Art of Strategic Withdrawals (00:00:00)
2. TEASE AFTER SOUND EFFECT (00:00:02)
101 episodes
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