Broker Check

The Journey

Think of it like climbing a mountain. What’s the objective? Is getting to the top the objective? Or is it really getting to the top then making it back down safely the ultimate objective? This is a metaphor for our financial lives. Getting up the mountain is our Pre-Retirement/Accumulation phase and getting back down is our Retirement/Distribution phase. The key is this one continuous journey. Understanding how retirement income streams work (distribution) defines “how you pack your bags” in Pre-Retirement.