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High-Net-Worth Retirement Risks You Can’t Ignore

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Manage episode 522558286 series 2806946
Content provided by Strategic Wealth Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Strategic Wealth Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Having $5 million or more saved for retirement doesn’t mean you’re financially secure. In this episode, Dave and Derek break down the hidden risks wealthy retirees face — from tax drag and Medicare surcharges to concentration risk in tech, bond exposure mistakes, and long-term-care costs. They explain why planning ahead matters more at higher net-worth levels and share practical ways to reduce portfolio stress while maintaining growth. If you want to protect your retirement lifestyle, avoid over-hedging, and understand income strategies designed for big portfolios, this episode is for you.

👉 Schedule a conversation with the team at Strategic Wealth Partners to strengthen your retirement strategy: swpconnect.com

  continue reading

350 episodes

Artwork
iconShare
 
Manage episode 522558286 series 2806946
Content provided by Strategic Wealth Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Strategic Wealth Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Having $5 million or more saved for retirement doesn’t mean you’re financially secure. In this episode, Dave and Derek break down the hidden risks wealthy retirees face — from tax drag and Medicare surcharges to concentration risk in tech, bond exposure mistakes, and long-term-care costs. They explain why planning ahead matters more at higher net-worth levels and share practical ways to reduce portfolio stress while maintaining growth. If you want to protect your retirement lifestyle, avoid over-hedging, and understand income strategies designed for big portfolios, this episode is for you.

👉 Schedule a conversation with the team at Strategic Wealth Partners to strengthen your retirement strategy: swpconnect.com

  continue reading

350 episodes

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