Show Notes
Your investment strategy should match your age — and your goals. In this episode, Mike and Matt talk about how to transition from saving to spending in retirement, why decumulation is often misunderstood, and how to catch up even if you started late. Plus: the age-appropriate guide to investing in your 40s, 50s, and 60s.
Whether you're nearing retirement or already living it, this episode delivers practical insights to help you retire with confidence — and with a strategy built for your unique goals.
Ready to test the strength of your plan?
Schedule a FREE consultation with Mike Zaino today:
MoneyMattersWithMike.com
Call or text: (704) 560-1573
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Whether you’re five years from retirement or already living it, this episode gives you practical, real-world advice to protect your nest egg and retire with confidence.
Tap play now and start taking control of your financial future.
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About the show:
On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.