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Maximizing Your Nest Egg, The Art of Strategic Withdrawals

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Manage episode 476697024 series 2969076
Content provided by Broadcasting Experts, LLC and Prashant Sabapathi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Prashant Sabapathi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the importance of tax efficiency in retirement planning. They explore various tools such as life insurance, income annuities, and Roth accounts, emphasizing the need for a diversified and strategic approach to wealth management. The conversation also draws parallels between retirement planning and lessons from classic literature, highlighting characters like Ebenezer Scrooge and Captain Ahab to illustrate the pitfalls of poor financial decisions.

If you have any questions call Elite Income Advisors 800-653-8404

or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Maximizing Your Nest Egg, The Art of Strategic Withdrawals (00:00:00)

2. TEASE AFTER SOUND EFFECT (00:00:02)

101 episodes

Artwork
iconShare
 
Manage episode 476697024 series 2969076
Content provided by Broadcasting Experts, LLC and Prashant Sabapathi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Prashant Sabapathi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the importance of tax efficiency in retirement planning. They explore various tools such as life insurance, income annuities, and Roth accounts, emphasizing the need for a diversified and strategic approach to wealth management. The conversation also draws parallels between retirement planning and lessons from classic literature, highlighting characters like Ebenezer Scrooge and Captain Ahab to illustrate the pitfalls of poor financial decisions.

If you have any questions call Elite Income Advisors 800-653-8404

or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Maximizing Your Nest Egg, The Art of Strategic Withdrawals (00:00:00)

2. TEASE AFTER SOUND EFFECT (00:00:02)

101 episodes

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