Retirement Transition Series
Turning your savings into a reliable, tax-efficient retirement paycheck
You’ve spent decades building your portfolio.
As retirement approaches, the question shifts: how do you turn that into income you can actually live on?
This 12-episode series walks through the key decisions—income, taxes, Social Security, and your portfolio—so you can turn your savings into a reliable retirement paycheck.
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The Full Series
Your portfolio is no longer just growing—it now needs to produce income. Here’s what changes.
Where does retirement income actually come from? Understand the core sources and how they work together.
How much can you safely withdraw each year? A simple way to think about sustainability.
Different income sources are taxed differently. Knowing this can change your net income significantly.
Which accounts you draw from—and when—directly impacts your taxes and longevity.
Roth conversions can reduce future taxes. The key is timing and execution.
If you're within 5–10 years of retirement, this is where planning starts to matter most.
The biggest risk isn’t market returns—it’s timing. Here’s how to protect against it.
When you claim Social Security affects your entire plan. Timing matters more than most realize.
The years before retirement matter most. Avoid the mistakes that can set you back.
A balance isn’t a plan. Here’s how to turn savings into a reliable income stream.
It’s not just about a number. A clear framework to assess true readiness.
The transition is different than expected. Here’s how to navigate the first year.
When you're ready to see how this applies to your situation…