Replacing Income in Retirement
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Wealth Advisors Kevin Rex, Joe Seetoo and Mike Rudow discuss strategies that could help replace income in retirement.
Here are some key takeaways from their conversation:
- Traditional income strategies like government bonds are less effective due to changing interest rates and market dynamics. Joe and Mike advocate for alternative income sources like private lending and real estate loans.
- Examples of alternative income sources include private real estate loans…
The skinny
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