Podcast: Generating Income in Retirement

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S Krauss
Stephen Krauss, CFA®
Senior Vice President - Senior Wealth Advisor
[email protected]
941.366.7222 x50604
Charles Cox, CFP®
Vice President, Planning Advisor, Canandaigua National Bank & Trust
[email protected]

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Stephen Krauss, CFA®, Senior Vice President, Senior Wealth Advisor, and Charles Cox, CFP®, Vice President, Planning Advisor, Canandaigua National Bank & Trust.

Broadcasted on January 29, 2022

For questions, feel free to contact Stephen Krauss at 941.366.7222 x50604 or Charles Cox.

Generating Income in Retirement   Audio Clip  

Part 1: Current Market Conditions


Part 2: Your Financial Mindset in Retirement


Part 3: Retirement Income Streams and Tax Implications


Part 4: Inflation, Income Strategies, and the Benefits of Working with an Advisor


This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Trust Company of Florida, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Neither Canandaigua National Trust Company of Florida nor its affiliated Companies provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.

Posted by Ledwing Hernandez at 10/24/2022 02:40:03 PM