Smart withdrawal strategies can have a major impact on your retirement. In this video, Ed Mahaffy explains how using taxable accounts first may help reduce taxes, manage risk, and improve long-term outcomes.
Outliving your money remains one of the top concerns for retirees—and for good reason. A sustainable retirement plan requires more than investment performance. It depends on how income is generated, how risk is managed, and how efficiently assets are structured.
Is your financial advisor truly acting in your best interest? In this first episode of Wealth Defense 101, Ed Mahaffy explains the difference between fiduciary and hybrid advisors—and how to spot potential conflicts before they cost you.
Retirement isn’t just a milestone, it’s a transition that comes with real risks many people don’t see coming. One of the most critical is the “retirement transition trap”—a short window where market downturns and withdrawal timing can have a lasting impact on your financial future. In this video, Ed breaks down sequence-of-return risk and why timing matters just as much as returns when you shift from saving to generating income.
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.