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Avoid This Major Pitfall of Standard Withdrawal Strategies

Avoid This Major Pitfall of Standard Withdrawal Strategies

FromReady For Retirement


Avoid This Major Pitfall of Standard Withdrawal Strategies

FromReady For Retirement

ratings:
Length:
23 minutes
Released:
Apr 25, 2023
Format:
Podcast episode

Description

You might be missing something if you're focusing only on your initial withdrawal rate......on today's episode, we'll cover what you might be missing, and how you can maximize your portfolio withdrawal strategy.Questions answered:What is the 4% rule and how does it apply to me?How should staggered income and expenses alter your withdrawal strategy?Time stamps0:00 Intro2:15 What is the 4% rule?4:00 Example of staggered income or expenses9:13 You might be limiting your withdrawals12:20 Staggered income and expenses13:15 Example of staggered income and expenses18:20 Looking at your portfolio differently19:09 Summary21:30 Conclusion22:38 OutroCreate Your Custom Strategy ⬇️ Get Started Here.
Released:
Apr 25, 2023
Format:
Podcast episode

Titles in the series (100)

Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!