What happens when the paycheck stops and you need to start funding life from what you’ve built? Brent and Rob explore the emotional and financial side of retirement distribution planning, including the 4% rule, bucket strategies, annuities, taxes, and the value of working with a professional to navigate the options.
Links, resources, books mentioned:
Topics we are covering in this episode:
The emotional side of no longer receiving a paycheck
How withdrawal planning works in retirement
The pros and cons of the 4% rule, bucket strategy, and annuities
Why professional guidance can matter in retirement planning
How taxes and withdrawal timing can shape your retirement income