1. When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income? James Conole, CFP® 21:55

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?

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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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.