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The WealthAbility Show
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The WealthAbility Show #143 - Retirement w/ David Macchia [7/7 Series Pt. 2]

The WealthAbility Show #143 - Retirement w/ David Macchia [7/7 Series Pt. 2]

5/26/2023 11:00:00 AM   |   Comments: 0   |   Views: 237

Retirement [7/7 Series Pt. 2] w/ David Macchia


The WealthAbility Show #143: How do we make our retirement savings last throughout our lifetime and through inflation? What should women specifically plan for? In this episode, David Macchia joins Tom in exploring the importance of strategizing your income and how to make it last beyond your retirement.


Order Tom’s new book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

  

00:00 – Intro
03:00 – What are some of the basic principles we have to look at from the beginning?
08:00 – What is the ideal risk/safety ratio for constrained investors? What are safe assets?
14:10 – How do you deal with longevity risk?
20:10 – How are women at risk for retirement insecurity? What are the biggest issues and problems that we need to understand?
25:00 – What can women do to strategize before it’s too late?
30:30 – What are some tips to finding the right advisor?

 

Looking for more on David Macchia?

 Websites: https://www.wealth2k.com/
Book: “Constrained Investor” 

 

Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/

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DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

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