LifeCraft Wealth Management
LifeCraft Wealth Management is a wholly owned subsidiary of LifeCraft, LLC. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and LifeCraft Wealth Management / LifeCraft, LLC are not affiliated.
Paul could tell you his 401(k) balance to the dollar. What he couldn't tell you was how he and Janet were going to turn it into a paycheck.
They're two years from retirement with about $2 million saved — and like a lot of great savers, they had no idea how to actually start paying themselves. 🎥
This week's Real Talk is about the part of retirement almost no one prepares you for: the flip from saving to spending. And when we built their monthly paycheck, the most surprising part was how much of it was already income they could count on.
If you're a couple years out with the savings but no income plan, this one's worth seven minutes.
(Paul & Janet are a fictionalized composite — the dilemma is very real.)
▶️ Watch now — link below.
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