Ready For Retirement

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

January 17, 2023 James Conole, CFP® Episode 146
Ready For Retirement
When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?
Show Notes

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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