Ready For Retirement

Avoid This Major Pitfall of Standard Withdrawal Strategies

04.25.2023 - By James Conole, CFP®Play

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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 Staggere...

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