EPISODE · Apr 25, 2023 · 23 MIN
Avoid This Major Pitfall of Standard Withdrawal Strategies
from Ready For Retirement · host James Conole, CFP®
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.Join the new Root Collective HERE!
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What this episode covers
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 stamps 0:00 Intro 2:15 What is the 4% rule? 4:00 Example of staggered income or expenses 9:13 You might be limiting your withdrawals...
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Avoid This Major Pitfall of Standard Withdrawal Strategies
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