Your Money, Your Wealth

"Chase and Ryder" are 56 and 55 with $5 million saved and huge pensions the day they retire. So why are they so nervous about pulling the trigger? That's today on Your Money, Your Wealth® podcast number 578 with Joe Anderson, CFP® and Big Al Clopine, CPA. "Andy and April" are 46 with $2.4 million saved and 10 years until they want to retire. Can they get there, and do they need a trust? "Burt and Sally" are in their late forties with solid pensions and a retirement dream, but is the math close enough to make it work? Finally, does "Dolly" have any options for squeezing more out of Social Security when she and her spouse have identical benefits? She's inheriting a brokerage account too, and wonders about the asset mix. Free Financial Resources in This Episode: https://bit.ly/ymyw-578 (full show notes & episode transcript) Withdrawal Strategy Guide - free download: https://purefinancial.com/white-papers/withdrawal-strategy-guide/?utm_source=libsyn&utm_medium=podcast&utm_campaign=whitepaper-withdraw