Tue, May 28
|Virtual Session
Finances: How To Create a Confident, Worry-Free Retirement
Join Certified Financial Planners at Retirable share retirement decumulation strategies covering Social Security timing, tax-efficiency, determining your "safe-to-spend" number, understanding healthcare costs, and managing distributions for reliable income, followed by an interactive Q&A.
Time & Location
May 28, 2024, 3:00 PM – 4:00 PM EDT
Virtual Session
About the discussion
Join the experts at Retirable as they share strategies for retirement decumulation—providing you have the tools to stay on track so you don't run out of money in retirement. Mckayla and Tyler are both Certified Financial Planners that specialize in the finer points of all things finance in retirement. Our session will cover the following, with an interactive Q&A:
- Timing advice for Social Security, pensions and retirement accounts
- How to apply tax-efficient strategies to your retirement
- Discovering your retirement "safe-to-spend" number so you can maintain your lifestyle
- Understanding the impact of current and expected healthcare costs throughout retirement
- Distributions needed to create reliable income and cash flows through retirement
Meet the Experts
Tyler End, CFP®
CEO & Co-Founder
Tyler is CEO and Co-Founder of Retirable where he actively leads strategy, growth and operations in support of its mission to empower a confident, worry-free retirement for everyone. Tyler’s roots in bettering the financial lives of retirees goes back to his experience as a financial advisor for a leading financial firm and playing a key role in launching new products at Policygenius. With more than a decade of experience in insurance and financial management, he's committed to helping people who often get overlooked by the big financial firms achieve their best possible retirement.
Mckayla Johnson, CFP®
Senior Financial Advisor
Mckayla is a Senior Financial Advisor at Retirable and specializes in working with everyday Americans in or near retirement. Mckayla graduated from the University of Wisconsin - Madison with a B.S. in Personal Finance, Financial Planning and a B.A. in Economics. After gaining valuable experience at Vanguard, Mckayla joined Retirable as a Financial Advisor where she continues to deliver a personalized experience for each client. Outside of work, Mckayla enjoys staying active through half-marathons with her friends, yoga and spin classes, and exploring new restaurants and museums in NYC.