Play #1: Maximizing the Five Years Before and After Retirement | Ep 130

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In this episode, Mark Zagurski dives into Play #1 of the Seven Plays series: maximizing the five years before and after retirement, dubbed the "Game of the Decade." He explains the shift from the accumulation phase (saving and investing) to the distribution phase (generating income) and the challenges of modern retirement, including longer life expectancies and the decline of pensions. Mark highlights key pre-retirement steps like building an emergency fund and maximizing savings, and post-retirement strategies like managing withdrawals and sequence of returns risk to ensure your money lasts.

You’ll learn:

Why the ten years around retirement are critical for financial success.

Key steps to take in the five years before retirement, like estate planning and insurance.

How to transition to a “spender” mindset in the first five years of retirement.

What sequence of returns risk is and how to mitigate it.

The value of working with an advisor to navigate these critical years.

“In the simplest terms, one of the most essential financial issues in retirement is: will our money outlive us, or will we outlive our money?” - Mark Zagurski

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Investing involves risk, including loss of principal. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions.  Strategies discussed may not be suitable for everyone.   Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.