Retirement’s Biggest Money Mistake

About this episode

This episode discusses the importance of withdrawal sequencing in retirement and how it impacts financial sustainability.

This segment focuses on the most consequential financial decision in retirement, withdrawal sequencing, which is the order in which you draw income from your accounts. Framed around real‑world insights from Morningstar, Kiplinger and decades of experience working with Baby Boomers and Gen X retirees, the discussion explains why it’s not about how much you saved, but how and when, you spend it. The goal is to provide clarity and confidence on building a sustainable “paycheck you create yourself.

Topics covered

• retirement
• withdrawal sequencing
• financial decision
• income drawing
• Baby Boomers
• Gen X

Keywords

• financial planning
• sustainable income
• retirement savings

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