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What Is Your Wealth Distribution Strategy?
Manage episode 419415916 series 3428540
Lucia Capital Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lucia Capital Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
There are two distinct phases of your financial life. The first one is the years (decades) that you spend accumulating assets: building your savings, investing in retirement plans, etc. The second phase is when you begin taking those accumulated assets as distributions and live off of that income in retirement.
The first phase is usually the one that gets all the attention. Books have been written on how to accumulate millions of dollars. But it's the second phase that is far more important. How do you distribute your assets so that you don't run out of money before you run out of time?
Learn all about it from podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!
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