Centrus Financial Strategies

The Plan Wise, Retire Free Podcast

Financial Planning In Today’s Environment

ON THIS EPISODE:

The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the proposals that might become a reality in the future and share how he has been able to help some of his clients with taxes.

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Contact – Call: 888-534-994

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5 Things You Must Know About Decumulation

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, howto 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.

Contact:

Website: https://centrusfs.com/contact/

Call: 888-534-9994

5 Things You Must Know About Decumulation
Financial Planning In Today's Environment
Do Retirees Need Life Insurance?
Are You Flirtin’ With Disaster?
The Family Letter