Episode 69: Distribution Planning Assumptions

Have you considered whether your financial plan can adapt to fit your life as things change? Join Tommy, Michael, John, and Ben in this episode as they unpack distribution planning assumptions and explain why a one-time financial plan falls short. They tackle the myth that running out of money equals failure, highlighting how other income sources like federal benefits and investments can play a crucial role in financial security.

Access the full show notes at Mason & Associates, LLC