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Eric Shetter

While you may have saved significant assets during your working year, you may be unsure of where the money will come from once those earnings years have come to a close and the traditional paychecks stop.  The following video outlines how advisors can help with the transition from the asset accumulation phase, to the decumulation phase in retirement.  The advisor can play a key role in assisting clients adopt a new mindset as they shift from a lifetime of saving money to using those assets to achieve their goals during the next stage of their lives.