Cracking Your Nest Egg

Cracking Your Nest Egg

April 30, 2024

You’ve spent your entire career working hard and building up your nest egg to eventually use for retirement. When it comes time to crack the nest egg, are you ready for it? Distribution is a much different mindset and process than accumulation, and mistakes at this point can be costly. So, we’ll talk about why a well-thought-out retirement plan can help you reduce the risk and set you up for your successful retirement journey. Joining in this discussion is financial advisor Zach Roberts.

Here Are Just a Handful of the Things That We'll Discuss:

  • Sequence of Returns matters!
  • Mistakes can be fatal to your portfolio.
  • Taxes can impact your future much more than you expect!


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