
Sign up to save your podcasts
Or


Our topic on this episode of the Ready for Retirement podcast is about understanding where you should pull funds from first in retirement.
How much of my retirement expenses are covered by fixed income sources and how much income do I need my portfolio to generate?
When it comes to pulling funds in retirement, identifying how to create the most income is important, but arguably less so than the tax implications of how those funds are withdrawn, and not just the for the first few years, but throughout the entirety of retirement.
Are you ready to start focusing on the things that truly matter when it comes to your financial future?
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
By James Conole, CFP®4.9
759759 ratings
Our topic on this episode of the Ready for Retirement podcast is about understanding where you should pull funds from first in retirement.
How much of my retirement expenses are covered by fixed income sources and how much income do I need my portfolio to generate?
When it comes to pulling funds in retirement, identifying how to create the most income is important, but arguably less so than the tax implications of how those funds are withdrawn, and not just the for the first few years, but throughout the entirety of retirement.
Are you ready to start focusing on the things that truly matter when it comes to your financial future?
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

1,944 Listeners

453 Listeners

808 Listeners

1,313 Listeners

455 Listeners

522 Listeners

753 Listeners

542 Listeners

671 Listeners

199 Listeners

584 Listeners

192 Listeners

38 Listeners

866 Listeners

102 Listeners