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The Disbursement Maximizer™


*These videos were filmed prior to Efficient Wealth Management’s rebranding to Avion Wealth*

Video 1: Introduction

Video 2: Advanced Cash Management™ (ACM)

Video 3: Longevity Risk

Video 4: Asset Allocation

Video 5: Homemade Dividends

Video 6: Managing Disbursement Sources

Video 7: Tax Management

Video 8: Guardrails

Video 9: Social Security Strategies

Video 10: Defined Benefit Plan Optimization

Video 11: Medicare & Health Insurance

Video 12: Longevity Insurance

Video 13: Sequence of Events in Retirement