The 5 D’s of Retirement

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According to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same letter— which either means it's a great framework or someone really wanted it to work out that way. In this episode, Scott walks through the “5 D’s” of retirement planning and how each one plays a role in helping retirees build a plan that can hold up over time.

Here’s some of what we discuss in this episode:

🧺 Diversification: Balance growth and income

⏳ Duration: Plan across generations

🛡️ Downside Protection: Prepare for market declines

💵 Income Needs: Separate fixed and flexible

🧾 Tax Drag: Reduce long-term headwinds

How to Turn a $1 Million Nest Egg Into a Lifetime Income Machine

https://www.kiplinger.com/retirement/retirement-plans/how-to-turn-a-usd1-million-nest-egg-into-a-lifetime-income-machine

Resources:

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Phone: (419) 314-4139

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