Description

Retirement isn't just a financial milestone—it's a complete life transition. In this episode of the Baird Retirement Management Show, Greg, Scott, and guest Moe Allain, a seasoned advisor with 25 years of experience, dive into the complexities of shifting from the accumulation phase to the distribution phase in retirement.

Together, they explore:

• The mindset shift required to move from saving mode to spending mode.
• Key risks like sequence risk and how to mitigate them.
• The four essential pillars of retirement: health, social connections, purpose, and finances.

Moe shares actionable strategies for maximizing financial flexibility, maintaining control in a volatile environment, and finding purpose in retirement. Plus, he introduces a simple yet transformative exercise to help retirees focus on what truly matters.

Whether you're a retiree, pre-retiree, or advisor, this episode offers valuable insights to help you navigate one of life's most significant transitions.