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Growth Stock Rotation, Bitcoin's 50% Drop & The Withdrawal Order Puzzle
Markets hit all-time highs while major stocks crashed. Bitcoin dropped nearly 50%. And clients are asking a big question: where should I actually withdraw money from in retirement?
Adam and Andy break down the bizarre market rotation where the S&P 500 sits less than 1% from all-time highs while Netflix, Coinbase, and Adobe are down 40-60%. They explain why this is healthy, whether the shift from growth to value has staying power, and what AI as a headwind (instead of tailwind) means for software stocks.
Then they discuss the withdrawal order puzzle. Should you pull from taxable accounts first, or IRAs to limit RMDs, or Roth because you hate taxes? The answer depends entirely on when you retire, how your assets are distributed across account types, and what flexibility you want to preserve.
⏱️ Timestamps:
- (1:36) Intro: Super Bowl recap and market excitement
- (4:02) Markets near all-time highs while growth stocks crash
- (5:24) What's working: the shift from growth to value
- (7:36) Is this rotation to value a head fake or sustainable?
- (10:34) Bitcoin down nearly 50% from the peak
- (11:26) Crypto volatility: it cuts both ways
- (13:29) The withdrawal order puzzle: where should you pull retirement income from?
- (15:10) Retiring at 55 vs. retiring at 70: completely different situations
- (18:18) The importance of flexibility and diversification across tax types
- (19:36) Customizing your retirement investing strategy over time
- (23:33) Winter Olympics overconfidence check: what event could you finish?
- (26:14) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
Follow Andy Pratt on LinkedIn
#InvestmentStrategy #RetirementPlanning #TaxPlanning #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
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By Burney Wealth ManagementMarkets hit all-time highs while major stocks crashed. Bitcoin dropped nearly 50%. And clients are asking a big question: where should I actually withdraw money from in retirement?
Adam and Andy break down the bizarre market rotation where the S&P 500 sits less than 1% from all-time highs while Netflix, Coinbase, and Adobe are down 40-60%. They explain why this is healthy, whether the shift from growth to value has staying power, and what AI as a headwind (instead of tailwind) means for software stocks.
Then they discuss the withdrawal order puzzle. Should you pull from taxable accounts first, or IRAs to limit RMDs, or Roth because you hate taxes? The answer depends entirely on when you retire, how your assets are distributed across account types, and what flexibility you want to preserve.
⏱️ Timestamps:
- (1:36) Intro: Super Bowl recap and market excitement
- (4:02) Markets near all-time highs while growth stocks crash
- (5:24) What's working: the shift from growth to value
- (7:36) Is this rotation to value a head fake or sustainable?
- (10:34) Bitcoin down nearly 50% from the peak
- (11:26) Crypto volatility: it cuts both ways
- (13:29) The withdrawal order puzzle: where should you pull retirement income from?
- (15:10) Retiring at 55 vs. retiring at 70: completely different situations
- (18:18) The importance of flexibility and diversification across tax types
- (19:36) Customizing your retirement investing strategy over time
- (23:33) Winter Olympics overconfidence check: what event could you finish?
- (26:14) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
Follow Andy Pratt on LinkedIn
#InvestmentStrategy #RetirementPlanning #TaxPlanning #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.