Скачать или смотреть Why Diversified Sources of Retirement Income Matter More Than You Think

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Saving for retirement is only half the battle, but the real challenge is turning those savings into income you can actually spend. The type of accounts you use will impact your taxes, your Social Security, and even your Medicare premiums. In this episode, Scott explains how spreading money across different account types can give retirees more control, more flexibility, and less tax stress.

Here’s what we cover in this episode:
📊 How diversified buckets reduce taxes and create options
📉 Every dollar taken out can trigger ripple effects
🏥 HSAs and the triple-tax advantage
💰Pre-tax vs Roth: taxed later or tax-free
🚨 91% of retiree savings sit in pre-tax accounts—and why that’s risky

0:00 – Why Income Diversification Matters
1:34 – Tax-Focused Income
4:16 – Roth Accounts
5:34 – Taxable Accounts
8:03 – HSAs: The Triple-Tax Advantage
10:03 – Pulling It All Together: A Diversified Plan
11:44 – Real Client Stories

💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introduct...
📞 Call us: 913-393-4724
🌐 Visit our podcast website:  https://listentoscott.com/

📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
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This video/podcast has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up to date, we do not guarantee its accuracy.

You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video.

Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability.

Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC.

Walter Storholt and Third Wheel Media, LLC are not clients of Elevated Capital Advisers. They receive cash compensation for their assistance in preparing and hosting this podcast, and for providing the endorsement contained in this podcast. Because Walter and Third Wheel Media are compensated in connection with this podcast, they have a material conflict of interest in providing their endorsement.