The Two Phases of Retirement: Accumulation vs Distribution

25/06/2025 2 min

Listen "The Two Phases of Retirement: Accumulation vs Distribution"

Episode Synopsis

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/In this episode #1 clip, Dan and Kami discuss the emotional and financial challenges of retirement planning. They explore how retirement means different things to different people and can be overwhelming. Dan explains the two key financial phases, accumulation and distribution, and highlights the importance of planning for both. Drawing from real client experiences, Dan emphasizes making financial literacy accessible for all ages, encouraging listeners to start planning early and view retirement as a holistic, lifelong journey.Fortress Financial Group, LLC, is a registered investment adviser.  Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.All indices are unmanaged and may not be invested into directly.Investing involves risk, including loss of principal.