Over the past 20 years or so, we’ve observed many doctors making common mistakes at all stages of their careers. We have taken our observations, as well as enlightening discussions with well-established professionals in wealth preservation spaces to bring you our Asset Protection Series: Interviews dedicated to bringing awareness to various risks that can affect your wealth. Anthony Williams and our guest of the week will discuss critical questions to consider and provide tips on how to work towards obtaining comprehensive asset protection. Be sure to check out our other informative interviews here.

You have been diligently saving for your retirement and are on track for a comfortable life in your post-working years. Do you have a plan for how to protect these hard-earned assets? Preserving your capital for retirement to give you the financial flexibility and confidence to live your life in a style to which you have become accustomed is critical. Fortunately, there are myriad tools, strategies, and wealth management specialists available to help guide you along the way.

This week we are excited to present our retirement income protection interview with specialist Brian Crockett, Senior Regional Vice President of Equitable!

Brian discusses common questions surrounding retirement income protection and explains how we can utilize these protection tools to assist with long-term wealth preservation. Watch our Whiskey & Wealth Wednesday introducing Brian!

Our hope in providing these interviews is to continue our mission of helping doctors and their families grow their net worth tax-efficiently while minimizing exposure to litigation, loss of wealth, and detrimental career risks. Enjoy!

Retirement Income Protection Interview Questions & Topics

1. Why do you think that typical investors lag or do not trend as well as the market?

2. Why do we find the first 5 years before retirement and the 5 years immediately into retirement so critical to people achieving, or not achieving their goals?

3. What kind of tools or strategies mimic the attributes of the  “Three-Legged Stool”?

4. Why are perceptions of annuities typically bad, and how can we utilize them in an effective manner?

5. What are the experts saying these days is the “number” as it relates to retirement income?

While planning for retirement, a fully informed individual is in a better position to make the right decisions regarding their needs, goals, and objectives. No one tool will make a comprehensive financial and retirement plan successful; it often requires a combination of various strategies, investments, and products. Work with your advisor to thoughtfully consider whether the benefits of your retirement protection method is appropriate for your overall financial plan.

Watch the full interview with Brian Crockett

If you’d like to learn more about this subject or have any questions, please feel free to contact us.

By Anthony C. Williams, CWS, ChFC, MRFC, CLU | Investment Advisor Representative | President & Founding Partner of Mosaic Financial Associates & Orthopaedist Advisory Group | Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor.  Cetera is under separate ownership from any other named entity.