{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/59e32dcc51c94000bb9945d82ef33ddf\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/59e32dcc51c94000bb9945d82ef33ddf-8eac53af709e23df.gif","duration":565.713,"title":"The One Factor That Can Shape Your Retirement More Than Returns","description":"In this video, I discuss the importance of not just saving for retirement but also how to strategically withdraw from your portfolio to maximize your income and minimize taxes. I share a comparison between two individuals, Margin and Gene, who, despite similar savings and returns, ended up with significantly different retirement outcomes due to their tax strategies. I emphasize that a tax-first approach can lead to substantial savings, as demonstrated by a couple we worked with who had 80% of their savings in tax-deferred accounts. If you're within ten years of retirement and want clarity on your income strategy, I invite you to schedule a complimentary consultation with me to explore how we can optimize your retirement plan."}