Tune in with financial advisor Brian Evans, CPA/PFS where he discusses the differences between the accumulation phase and the distribution phase during retirement planning.
Key Points:
- The influence your age has on how you plan for retirement
- Explanation of the go-go years, the slo-go years, & the no-go years
- Risk associated with the accumulation phase vs distribution phase
- How financial plans and priorities change as you further into retirement
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12 Topics Every Financial Plan Should Address
Discover with Brian Evans, CPA/PFS what a real financial plan or retirement strategy should look like.
Important topics in a plan include:
- Investments Management
- Insurance Assistance
- Long-Term Care Options
- Social Security
- Financial Planning and Cash Flow
- Tax strategies
- Real Estate
Find out why it is vital to have these topics in a financial plan before you make major decisions by going to edu.madronafinancial.com or checking out our Youtube channel.
Get your FREE copy of "7 Steps to a Successful Retirement" by Brian Evans, CPA/PFS by going to plan.madronafinancial.com/7-steps
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