Is it time to make a change? It’s a question you might be asking when it comes to securing your finances in retirement.
“Your whole life it’s been about growth, accumulation, rate of return, the best investment, but there comes a day when you have to pivot to preservation,” said Tom Jacobs, CEO and founder of Jacobs Financial Services.
The change in mindset is going from an accumulation phase to a distribution phase, he explained.
Watch the video above for more insight from Jacobs, or you can click here for more information about Jacobs Financial Services.