Episode 84

Retirement Distribution Strategies and The Four Percent Rule - 08/01/2026

August 1st, 2026

52 mins 50 secs

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fiduciary retirement advice wisconsin financial planning recreating a retirement paycheck uncommon cents investing john berkley advisor tax efficient withdrawals sequence of return risk bucket strategy investing four percent rule retirement distribution strategies

About this Episode

John Berkley and Sheena Hanson explore retirement distribution strategies, including the controversial four percent rule and bucket strategies. They discuss managing sequence of return risk, navigating different tax buckets, and the importance of flexibility when recreating a paycheck in retirement. As southern Wisconsin fiduciaries, the team emphasizes personalized planning for local retirees to ensure their money lasts throughout their next chapter of life.