One of the Toughest Transitions in Retirement: Becoming a Spender instead of a Saver

Only one third of retirees are comfortable spending their retirement money! Most would rather live off Social Security, pensions, or income from part-time work, rather than spend down their nest egg. It is a delicate balance in retirement: you don't want to compromise your quality of life, but neither do you want to run out of money!

Dustin with Mundorf Wealth Management specializes in helping people change their mindset in retirement. Here he explains his action plan to Erin Kennedy:

1. Create a Spending Plan 
2. Assess Fixed Income Sources 
3. Bridge the "Retirement Gap" 

A holistic financial plan will include sustainable income sources that will allow you to feel comfortable spending (or even growing!) the money you've worked so hard to accumulate. This kind of planning is what we specialize in at Mundorf Wealth Management. If you have any questions about designing a retirement you can enjoy, please call or text the number on the website, or book a free chat with Dustin by visiting www.MundorfWealth.com

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