Your retirement money may not be missing—it might just be out of reach. In this episode, Annetta Carter explains why many retirees have accumulated solid assets but struggle to turn them into dependable monthly income. She walks through the uncomfortable shift from saving to spending, why relying solely on market withdrawals can create strain, and how combining income sources can recreate the familiarity of a paycheck. The conversation also explores resistance to new strategies, the role of annuities in income planning, and why full transparency with your advisor is important to building a retirement plan that reflects real life.
Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!
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