HubSpot Video

Time Stamps:

  • 0:00-03:11 - Introductions & agenda
  • 03:12-09:30 - Pre-retirement (accumulation phase)
  • 09:31-19:27 - Retirement (distribution phase)
  • 19:28 -25:10 - Revisiting your retirement plans
  • 25:11-34:42 - Q&A

On-Demand Webinar:

I'm Retiring. Should My Investment Strategy Change?

Road to Retirement Webinar Series, Part 5

What you will learn:

In Part 5 of the Road to Retirement Webinar series, we'll take a look at what will drive potential tweaks to your investment strategy once you retire. We'll consider:

  • Setting your strategy during the accumulation phase (pre-retirement)
  • Determining your cash-flow needs and tweaking your strategy as required
  • Adjusting for a change in priorities during retirement

If you have any questions or are interested in talking to a financial advisor about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.

Retirement Planning Checklist

FREE PDF

The only Retirement Planning Checklist you need

Retire with confidence and peace of mind.

Our retirement planning checklist covers five important areas:

  • Generating Retirement Income
  • Investing in Retirement
  • Taxes and Cash Flow
  • Health Care and Insurance Planning
  • Estate Planning

Download Now

Featured content from our blog

Social Security Retirement Benefits

An aspect of retirement and supplementing your income is Social Security and understanding the nuances that come along with it.
Learn more

Tax Treatment for Investment Accounts

The purpose of this blog post is to provide general education on the tax treatment of the most common and popular retirement investment account types.
Learn more

How Should My Investment Approach Change When I Retire?

A very common question those approaching retirement ask is “what changes should I make to my investment portfolio, and when”?
Learn more