The Fear of Running Out
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Summary
In this episode, Aubrey Taylor of TaylorMade Financial Services discusses the core drivers of retirement anxiety, such as longevity risk and market volatility. He highlights how effective financial planning and strategic tax planning can mitigate these concerns. The discussion emphasizes designing a distribution strategy with layered income sources and tax diversification for greater predictability and control in retirement.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.