Ep 11: The 5 Things You Need To Know About Decumulation

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, “how to” guides, and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

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Gen X Wealth Academy with Phil Telpner

Ep 11: The 5 Things You Need To Know About Decumulation

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Breakout Private Wealth doing business as Lifeworks Advisors. All advisory services are provided through Lifeworks Advisors, a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. The description of products, services, and performance results of Lifeworks contained on this website is not an offering or a solicitation of any kind. Past performance is not an indication of and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this website is believed to be accurate and correct as the date set forth. Lifeworks does not have or accept responsibility or an obligation to update such information.

Ep 11: The 5 Things You Need To Know About Decumulation

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