The Simple Fix at 60 That Turned Chaotic Retirement Savings into Predictable Lifetime Income

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Money Mastery UNLEASHED

Adam Olson

174 episodes

5 days ago

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative.

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Business

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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative.

Investing

Business

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The Simple Fix at 60 That Turned Chaotic Retirement Savings into Predictable Lifetime Income

Money Mastery UNLEASHED

12 minutes 37 seconds

3 weeks ago

The Simple Fix at 60 That Turned Chaotic Retirement Savings into Predictable Lifetime Income

How much you need to retire quiz: https://bit.ly/Adam-Olson

Most people think retirement problems are solved by saving more.
But for Mike — a 60-year-old with over $1.2 million saved — the real breakthrough came from one simple fix: withdrawing smarter, not saving harder.

In this episode, Adam Olson CFP® breaks down the exact withdrawal sequence strategy that turned Mike’s retirement from anxious and unpredictable to smooth, tax-efficient, and fully structured for the next 30 years.

You’ll learn:
• Why focusing on net worth creates anxiety in retirement
• The withdrawal order that transformed Mike’s cash flow
• How guaranteed income, flexible income buckets, and long-term assets work together
• The tax moves that prevented Medicare penalties and RMD tax spikes
• How the Red Zone Retirement Planning Process™ creates predictable income for life

If you're approaching retirement and want confidence, clarity, and consistent income, this episode shows the exact system that makes it possible.

🎧 Take the Retirement Assessment mentioned in the episode to get your personalized retirement income video.

How much you need to retire quiz: https://bit.ly/Adam-Olson

📩 Or message the word BOOK to connect with Adam and request your customized Red Zone Retirement Plan™.

How much you need to retire quiz: https://bit.ly/Adam-OlsonInvesting involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. 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 and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.