Talk Money With Tish
Start the six questions →
Talk Money With Tish · Retirement Income
You Did the Saving.Now Let's Make It Last.
Answer six quick questions and I'll tell you which retirement income options actually apply to your situation, and which ones don't.
Most people I talk to have already done the hard part. They saved. What nobody ever showed them is what that money actually turns into once the paychecks stop, or how much of it is still exposed to a bad market year right when they need it most.
What you get
A straight answer, not a brochure.
Six questions tell me enough to know which options are worth your time. Then we talk, and you see the actual figures.
A real answer, not a pitch
We'll walk through what your savings could produce as monthly income. And if none of it is a fit for you, I'll say so plainly. That happens, and it's a fine outcome.
Built around protection
Options designed to keep growing without losing value in a down market. That matters a lot more the closer you get to needing the money.
You talk to me
Not a call center and not a lead broker. I'm licensed, and I handle these conversations myself, start to finish.
Who this is for
You've done the hard part already.
Within a few years of retiring
The decisions you make in this window are the ones that shape the next thirty years. There's less room to recover from a bad one.
Money in an old employer plan
A 401(k), 403(b), 457, TSP or pension you left behind when you changed jobs or retired. Sitting where you last put it, probably not reviewed since.
Tired of guessing
You've been diligent for decades. You'd just like someone to walk you through the actual math instead of talking around it.
Six questions
Start here.
Ballpark answers are fine. I only need enough to know which options are actually relevant to you, and the best time to reach you.
Worst case, you get total clarity. Best case, we find something better than what you've got.