Ready For Retirement

When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?


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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

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Ready For RetirementBy James Conole, CFP®

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