Displaying all 2 Episode of More for Your Money with the tag “retirement income”.
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Episode 15: Addressing Market Declines and the Retirement Mindset - 04/05/2025
April 5th, 2025 | 52 mins 54 secs
bear market, economic outlook, fear (investing), financial advice, growth stocks, inflation, investor psychology, long-term investing, loss aversion, market corrections, market decline, market recovery, market uncertainty, pensions, purpose in retirement, retirement challenges, retirement income, retirement transition, sense of purpose, stock market sell-off, uncommon cents investing, value investing, vix
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 8: Retirement Withdrawal Strategies - 2/15/25
February 15th, 2025 | 52 mins 54 secs
4% rule, bucket strategy, financial literacy, flexible planning, income planning, janesville wisconsin, john berkley, long-term investing, market volatility, portfolio strategy, retirement goals, retirement income, retirement planning, retirement withdrawal strategies, roth ira, sequence of return risk, sheena hanson, tax efficiency, uncommon cents investing, value investing
How do you turn your nest egg into a reliable paycheck in retirement? This week, John Berkley is joined by Sheena Hanson, CEO and CCO of Uncommon Cents Investing, for a deep dive into withdrawal strategies that help retirees make the most of their hard-earned savings. They explore the 4% rule, tax-smart distribution tactics, bucket strategies, and how to avoid common pitfalls like sequence of return risk. Whether you’re approaching retirement or already there, this episode will help you understand how to take money out without running out.