The Best Of Refining Retirement Podcast - Do You Really Need That?

Dana and Brad discuss the psychological freedom that comes with speaking with a retirement planner as well as downsizing in retirement. Takeaways: - It’s important to have multiple portfolios to protect you when you need to make withdrawals and the market is down. - If you are planning to downsize, evaluate the equity in your home compared to the interest rates, as well as the time and effort that goes into moving. - Download our FREE helpful resource, “What to Do in a Down Market” - Please add Disclosure(s): Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.