Turning Your Savings Into a Retirement Paycheck
How to convert a lifetime of savings into dependable monthly income.
You've worked hard to build your nest egg. The harder question is how to turn it into income that lasts as long as you do — through market ups and downs, inflation, and a retirement that could span 25 to 30 years.
In this plain-English workshop, Tim Hartle breaks down the major sources of retirement income, how they fit together, and the trade-offs of each — so you can think clearly about your own plan. It's purely educational, with no products pitched and no obligation.
What We'll Cover
- The four sources of retirement income and how they work together
- Sequence-of-returns risk: why the order of market returns matters near retirement
- Guaranteed vs. variable income — understanding the trade-offs
- How inflation and longevity reshape an income plan
- Open Q&A — bring your questions
What You'll Walk Away With
- A framework for thinking about your own income sources
- Questions to ask before making any income decision
- A simple worksheet to map your current plan
Reserve Your Spot
By registering, you agree to be contacted by Tim Hartle at PGW Financial Wealth Advisors. Educational only; no products are sold at this workshop.
Workshops are educational and free to attend. Tim Hartle is an independent insurance professional. Sessions are for informational purposes only and do not constitute financial, tax, or legal advice. Any insurance product guarantees discussed are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured.