Displaying 2 items of More for Your Money with the tag "retirement withdrawal strategies".
-
Episode 70: Early Entrepreneurship, Retirement Realities, and Wisdom for a Lifetime of Investing - 04/25/2026
April 25th, 2026 | 52 mins 50 secs
4% retirement rule, college degree roi, financial freedom planning, individual stocks vs mutual funds, retirement withdrawal strategies, risk insulation for entrepreneurs, social security at age 70, tax-efficient investing, uncommon cents investing, us treasury bond tax benefits, warren buffett life lessons, youth entrepreneurship
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
-
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.