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VIDEO: Click here to watch on YouTube.

Financial Advisor, Kiran Sharma, discusses the distribution phase in this video series.

In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with financial advisors, accountants, and business service specialists to discuss hot topics and more. Our goal with this video series is to educate and provide resources that will help guide you along your financial journey. In this interview, Kiran Sharma, one of our financial advisors, will answer the frequently asked questions she receives from clients.

The Distribution Phase – The Basics

In this video, Kiran will walk you through…

• What the distribution phase refers to and when it begins
• Why the distribution phase is so important
• When you should meet with an advisor to plan for the distribution phase
• How often you should meet with your advisor during retirement

Want to learn more? Here’s an additional resource for you…

A Retirement Income Distribution Plan Is as Critical as Saving

Article from Kiplinger

A wealth plan ensures you won’t run out of money in retirement by preparing for your cash-flow needs, increased inflation, taxes and expenses such as health care costs, which greatly increases your probability of success in retirement. Having a retirement account is simply not enough. Without a distribution strategy, you are missing one of the most critical components of your retirement plan. Click here to continue reading this article from Kiplinger.


Check back frequently on our blog, as we’re always producing new educational content to help you pursue your financial goals!

Or if you’d like to learn more about how to plan for retirement and other related topics, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)

And as always, if you have any other questions, please contact us. (Click here for contact information.)


Presented by Kiran Sharma – Financial Advisor

Learn more about Kiran and the rest of the Storen Financial team here.