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.
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.
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.