Change can be hard, especially when transitioning into retirement and figuring out new routines in life. You may be surprised to realize it's hard to change your pre-retirement mindset of saving to a post-retirement mindset of drawing down your investments. Now your savings is finite. We can help you overcome the fears of: Did I save enough? How do I know when I'll run out of money? Where do I pull money from? Our goal is to help you balance that excitement of doing the things you want to do during the go-go years of your retirement by making a plan that tracks if your money and spending can last your lifetime. Check out this episode to find out how we guide people through this process.
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
