01.17.2023 - By James Conole, CFP®
In this episode of Ready for Retirement, James discusses when you should start withdrawing cash instead of stocks for retirement income? Questions Answered: What is the best way to optimize withdrawals?What are the best strategies to optimize pulling funds from cash vs. stocks?How can your overall retirement strategy be improved?Timestamps:
00:00 - Introduction
2:27 - Spending Down Cash
4:14 - Funding in Retirement
5:58 - Sustainable Withdrawal Rates
8:54 - Withdrawing Cash Instead of Stock
13:25 - Avoid Unnecessary Sales
17:25 - Conservative Assets Needed
20:35 - Allocation For Life
21:45 - Working With Us Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Submit Your Question Here! Create Your Custom Strategy ⬇️
Get Started Here.