The Smart Way to Withdraw Money in Retirement

Most people spend decades focused on building their retirement savings, but far fewer have a plan for how to spend those savings efficiently once retirement begins. In this episode, Josh explains why retirement isn't just about accumulating wealth, it's about creating a sustainable income strategy. He discusses how withdrawal order, taxes, Roth conversions, required minimum distributions, and retirement income planning can all impact the longevity of your nest egg. If you're approaching retirement or already retired, this conversation will help you think differently about turning your savings into a reliable paycheck that lasts. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!