In this episode of FIN-LYT by EWA, Jamison Smith and Ben Ruttenberg break down what a $10 million portfolio can provide in retirement. They explore key factors like sustainable withdrawal rates, tax-efficient income strategies, and the impact of market fluctuations on long-term wealth.
The conversation covers how asset allocation changes in retirement, ways to optimize cash flow while minimizing taxes, and the lifestyle choices that come with different spending levels. They also discuss the role of estate planning and charitable giving in preserving wealth for future generations.
Whether you're planning for retirement or just looking to maximize your investments, this episode offers valuable insights into building long-term financial security, optimizing cash flow, and making your wealth work for you—no matter your portfolio size.
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