🔧 Build a Sturdier Financial Future. Book Your Consultation: https://mitchlyonswealth.com/retirement-consultation/
A retirement plan should not depend on everything going exactly right. Markets change. Tax rules shift. Healthcare expenses rise. Life takes unexpected turns. In part two of this series, Mitch explains how to create a retirement strategy with distinct roles for income, protection, and long-term growth, while maintaining enough flexibility to adjust as conditions change. The goal is not to predict every obstacle. It’s to build a plan that can respond when one appears.
Here’s some of what we discuss in this episode:
🔄 Contributions vs. Conversions: Income limits apply differently to each
🧾 Tax Coordination: Consider Medicare when timing financial moves
🪣 Bucket Strategy: Separate income, protection, and long-term growth
⚖️ Risk Balance: Protect near-term needs while pursuing growth
🛣️ Plan Adjustments: Recalibrate as markets and life change
🤝 Advisor Guidance: Gain clarity through a second perspective
Resources
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