$1M+ Retirement Strategy: How to Build Sustainable Income

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-10-10

How do you turn a lifetime of saving into reliable, tax-smart retirement income? In this episode of Money Matters, Scott and Pat break down what investors with $1M+ need to know when transitioning from building wealth to generating income in today’s market. In this episode, Scott and Pat tackle real listener situations: -Caller Case Study 1: Retiring with a 401(k), a solid pension, and a paid-off home—how do you stress-test your plan against inflation and potential Social Security shifts? -Caller Case Study 2: Buying a second home in Texas while keeping California property—which...