Dynamic Retirement Spending Strategy

This video covers a high-view, of a dynamic distribution process for your investment accounts and spending in retirement.
As well as how we use a "war chest" with this process.

When do you think was the worst time to retire since 1900? You might be surprised.

Hit reply and let me know if you're interested in hearing more on this process.

Thanks for the time and have a great weekend.

Gratefully,

Tim

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Eagle Ridge Wealth Advisors (ERWA) is a registered investment advisor offering services in the state of IL and in other jurisdictions where exempted. Opinions expressed in this email are solely those of ERWA, unless otherwise specifically cited. Material presented is believed to be from reliable sources but no representations are made by ERWA as to another parties' information accuracy or completeness.

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