At JNBA, an important part of our role is helping individuals and families successfully transition into retirement. But what are the most important things to consider as you approach this significant life milestone when you begin the shift from the accumulation phase to the distribution phase? Our latest video discussion covers some key considerations to keep in mind.
In this new video, JNBA Director of Client Services Cärin Viertel talks with Elise Huston, an Advisor and leader of JNBA’s Financial Planning Committee, and Michael Bilotta, a Senior Advisor-Investment Strategist, about everything from employing a goals-based strategy to eliminating unnecessary risk.
Click the image above to watch this eight-minute discussion.
And, as always, if you have questions or need anything, please do not hesitate to contact your JNBA Advisory Team.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.
Please see important disclosures information at www.jnba.com/disclosure