The Cabell Williams Wealth Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.
Conversations about values and wishes for their estate are as important as the planning itself.
For those who don’t need the extra income, there are several ways to strategically use your RMD funds.