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Ep 17: Wealth Preservation vs. Income Generation in Retirement + How Much Cash Should I Have?
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As we approach retirement, it's crucial to shift focus from accumulating wealth to preserving it and creating a sustainable income. Determining the monthly income needed to cover your expenses and controlling your withdrawals is essential, but more complicated than it might sound. In this episode, Scott will break down the crucial difference between wealth preservation and income generation and then dive into the ideal amount of cash to have in your savings account.
Here’s some of what you will learn in this episode:
- What is the difference between wealth preservation and income generation in retirement? (2:20)
- Need versus greed in retirement planning. (7:18)
- Taking out more money than you need could jeopardize the long-term sustainability of your investments. (10:38)
- How much cash should I have in my savings account? (13:29)
- Is your money working for you in the most efficient way possible? (16:10)
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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