S2E2: Beyond the Bank: Smarter Income Strategies for Retirees
In this episode of Road Rules for Retirement, Mark Fried dives into smart income strategies to help retirees secure their financial future. He breaks down why focusing on yield—rather than past returns—is key to stable income, explores higher-yield investment options beyond traditional bank products, and explains how rebalancing can protect against market downturns. Mark also discusses the risks of being too conservative, the benefits of delaying Social Security, and the role of annuities in a well-rounded retirement plan. Plus, he shares insights on tax-efficient withdrawals and why working with a financial professional can help retirees avoid costly mistakes. Tune in for actionable strategies to build a reliable, long-lasting retirement income!
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Why Listen?
If you’re nearing retirement or already retired, this episode offers actionable advice to help you protect your savings, manage taxes, and ensure your money lasts. Tune in now and start building the retirement plan you deserve!
