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OCTO Capital and Shub & Company
Daniel Shub is the founder of OCTO Capital and Shub & Company. Since 1997, he has worked in the financial services industry, specifically focusing on clients' goals and wealth protection for retirement. He also authored the book, Retirement IQ. Shub holds the Registered Financial Consultant® designation, has passed the Series 65 securities exam and is insurance licensed. He and his family make their home in West Bloomfield, Michigan.
You’ve saved and invested to get to retirement, but now that you’re actually there, you may need to make a new plan.
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You can boost your nest egg's return on investment by adjusting your withdrawal strategy in retirement and planning other smart financial moves.