Insights on Wealth Management is an audio series with Investment Advisor Wade Kozak. Each short episode covers a topic chosen to help you understand with more clarity the world of finances and investing, with a focus on retirement strategies.
You’ve built up a nest egg! How will you use those assets now that you’re retired? In Episode Two: How to Draw Down Your Retirement Assets in the Most Tax-Efficient Way Possible, Wade Kozak talks with Grant Stovel about how to reverse the savings process so that money flows back to you, to spend in your retirement years.
Stay tuned for Episode 3: Could a Spousal Loan be right for you? Launching Monday, May 16!
