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Listen "Ep 13: The Income Bucket with Scott Toms, Senior Wealth Advisor"
Episode Synopsis
Income, it’s one of the most common words in the financial industry and it can cause a lot of anxiety for people. As you enter retirement, you’ll need to become accustomed to a fixed income, so as you save for this next phase of life it’s important to have a robust income plan. TIMESTAMPS 0:51 – Who is Scott Toms? 4:15 – Making money simple to Scott 5:43 – Savings, Income, and Growth 11:33 – Income bucket based on what you need 14:26 – Net worth vs income 16:31 – Success stories 17:53 – Clients that run out of money 19:43 – Options for savings buckets 20:51 – Options for income buckets 22:56 – Last thoughts from Scott Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/ RESOURCES About our guest: https://www.carsonwealth.com/team-members/scott-toms/ More on The Way2Wealth®: https://www.theway2wealth.com/ More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/ Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600 Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
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