Joining Me Now Ep. 16: Transitioning Your Portfolio from the Accumulation Phase to the Income Phase

New Focus on Wealth with Chad Burton

Oct 24 2022 • 35 mins

The latest episode of Joining Me Now, featuring hosts Rob Black and Chad Burton, addresses what those entering retirements are doing to address current market conditions and inflation. Listen now as this dynamic duo talks about transitioning your portfolio from the accumulation phase to the income phase. Which accounts do you draw from first? What can you do to protect yourself from downturns in the market?

Listen now to find out!

Email your money question to chad@chadburton.com.

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com