• The #1 Retirement Fear (And How to Avoid It)

  • Mar 10 2025
  • Duración: 14 m
  • Podcast

The #1 Retirement Fear (And How to Avoid It)

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  • Resumen

  • In this episode of Vaulted Views, Ray Lucia Jr. breaks down why even high-net-worth retirees hesitate to spend—and what financial advisors can do to help them transition from accumulation to confident decumulation.


    In This Episode:

    ✅ Why retirees struggle to spend—even when they have more than enough

    ✅ The role of IQ, EQ, and BQ in guiding clients through retirement decisions

    ✅ How The Bucket Strategy® creates a structured withdrawal plan for peace of mind

    ✅ The true value of a financial advisor—beyond just investment management

    ✅ How tax-efficient strategies and financial structure impact long-term wealth


    Follow me on social media:

    Twitter: @rayluciajr

    LinkedIn: /rayluciajr

    Leave a comment below with your thoughts on the episode!


    financial advisor, personal finance, retirement planning, retirement strategies, wealth manager, The Bucket Strategy®, financial freedom, high net-worth, retirees, financial future, financial literacy
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