Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
4 Risks Unique To Retirees
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Liz Whitteberry
You face risks every day and in every stage of life. But retirees face some unique challenges that are important to talk about and plan for. In today’s episode, Liz and Marc explore the 4 risks unique to retirees, their potential impact on your financial future, and what steps you can take to prepare.
Here’s some of what we discuss in today’s show:
- Accumulation vs. decumulation
- Why the timing of market returns can impact your nest egg in retirement
- The risk of outliving your savings
- How tax strategies can help minimize what you owe and maximize what you keep
- Having a plan for unexpected expenses, like healthcare costs, natural disasters, and more
The article that inspired today’s episode:
https://www.advisorperspectives.com/articles/2023/01/03/the-four-unique-risks-in-decumulation
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
