Manage episode 299754083 series 2475903
When it comes to saving and investing during your working career, CRNAs can find plenty of help and resources to get them to retirement. Unfortunately, there’s not nearly as much support to help you manage that nest egg and spend down your assets. This period, known as decumulation, is just as important as anything you do with your finances so let’s make sure you know what it takes to retire successfully.
Read more and get additional resources here: https://beyondthemaskpodcast.com/ep-141-5-things-crnas-must-know-about-decumulation-to-retire-successfully/2972/
Get the CE certificate here: https://beyondthemaskpodcast.com/wp-content/uploads/2020/04/Beyond-the-Mask-CE-Cert-FILLABLE.pdf
What we discuss on this episode:
4:00 – The retirement topic we’re covering today
6:24 – Preparing for longevity
9:17 – Finding the right type of support for retirement
12:23 – Fear of spending money is a real thing
15:42 – Risks in retirement
18:43 – Taxes play such an important role.
22:08 – Jeremy shares a client story
24:07 – Replacing your paycheck
27:20 – What age should you start planning?
30:07 – Final thoughts from Jeremy
31:43 – Lightning Round