The 4 Things You Can Control in Retirement
Episode 275
The 4 Things You Can Control in Retirement
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Equipping Points:
Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that can actually help move the needle in retirement.
Today, David walks through four key factors you can control and how they could make a lasting difference in your financial future. From managing market risk and creating lifetime income to building tax-smart wealth and planning beyond Social Security, David explains how to stay calm, focused, and strategic, no matter what headlines come your way. You’ll also hear real client stories that highlight the importance of knowing your own behavior, building flexible income plans, and thinking beyond just your own retirement to your legacy.
Remember: You can’t control everything in retirement, but you’re far from powerless. The most confident retirees don’t have a crystal ball…they have a plan.
Here’s some of what we discuss in this episode:
📉 Controlling your exposure to market risk
💰 Building income streams you can’t outlive
🧾 Choosing where your wealth lives (and how it’s taxed)
🧓 Preparing your plan to be less reliant on Social Security
Today's Takeaway:
Some of these episodes were recorded under the branding of KC Financial Advisors, which has since rebranded as CreativeOne Advisors Group. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group.
