The Most Common Questions About Taking an Income

Today, Paul wants to educate investors about the most common topic he’s working with people on day-to-day: taking an income in retirement. Whether it’s CDs that have come to term, confusing annuity products, or understanding risk in your portfolio, there are many reasons people come to Paul looking for answers around taking an income. It’s also a topic that companies are constantly using to market their products to you. Listen along as Paul talks about a framework from income in retirement and some of the most common traps people fall into when setting up their investment to take an income. 

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