Saturday, November 29, 2014

The Bucket List of Retirement

Syndicated financial columnist and talk show host interviews author, platform speaker, MDRT and Top of the Table producer Curtis Cloke on the retirement bucket list.

Curtis talks about managing taxes in retirement to generate more net after tax income for more cash flow in retirement. The order of distributions from each bucket really matters in spendable income in retirement. There are significant planning strategies that can deliver greater income for retirement.

Curtis talks about "everyday is Sunday," describing the experience of retirement. Most retirees enjoy the "honeymoon period" at the front end of retirement, but then they long for a sense of purpose, an activity that brings real meaning their lives.

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