Скачать или смотреть The Best Plan for Transitioning from Accumulation to Income Generation in Retirement

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In this episode of Influential Entrepreneurs, Mike Saunders, the authority positioning coach, interviews Erich Castillo, founder of Cornerstone Wealth Management. Erich shares his inspiring journey from childhood experiences with financial planning to helping clients transition from accumulating wealth to generating income in retirement. He emphasizes the importance of having a reliable financial plan to help ensure a secure retirement and discusses strategies to mitigate risks such as sequence of returns. Learn how to build a retirement plan you are confident about through actionable financial planning. For more information, visit retirewithcwm.com.

00:00 Introduction to the Episode
00:35 Erich Castillo's Background and Journey
04:02 The Importance of Financial Planning
05:42 Transitioning from Accumulation to Income Generation
07:37 Understanding Retirement Income Strategies
12:29 Case Study: Amy's Retirement Planning
19:20 Final Thoughts and Contact Information

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