The Smart Way to Withdraw Money in Retirement

The Smart Way to Withdraw Money in Retirement

From The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing by Josh Jalinski

June 9, 2026 · 18 min

About this episode

Josh Jalinski discusses effective strategies for withdrawing money in retirement to ensure a sustainable income.

Most people spend decades focused on building their retirement savings, but far fewer have a plan for how to spend those savings efficiently once retirement begins. In this episode, Josh explains why retirement isn't just about accumulating wealth, it's about creating a sustainable income strategy. He discusses how withdrawal order, taxes, Roth conversions, required minimum distributions, and retirement income planning can all impact the longevity of your nest egg. If you're approaching retirement or already retired, this conversation will help you think differently about turning your savings into a reliable paycheck that lasts. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

People in this episode

Host: Josh Jalinski

Topics covered

  • retirement planning
  • withdrawal strategy
  • income strategy
  • taxes
  • Roth conversions
  • required minimum distributions

Keywords

  • retirement savings
  • withdrawal order
  • tax implications
  • income planning
  • nest egg longevity

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