About this episode
This episode discusses the importance of withdrawal strategies in retirement and how they can impact your financial future.
“Will the way you withdraw money in retirement quietly sabotage your nest egg—without you even realizing it?” This episode of The Right Retirement Show unpacks why withdrawal order, tax buckets, and strategic Roth conversions can make or break your financial future. Chris Wallace and Graham Bauer discuss how powerful forward-looking income planning helps maximize your money, minimize long-term taxes, and even safeguard your spouse. With insights on Medicare IRMA, capital gains, and how even spreadsheet-savvy DIY’ers miss critical details, you’ll learn why checking your plan isn’t just about being smart—it’s about giving yourself permission to actually enjoy your retirement. Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.” https://wgfinancialgroup.com/schedule-a-meeting/
People in this episode
Host: Cris Wallace
Guest: Graham Bauer
Topics covered
- withdrawal strategies
- retirement planning
- tax strategies
- income planning
- financial future
Keywords
- withdrawal order
- tax buckets
- Roth conversions
- income planning
- Medicare IRMA
- capital gains
Mentioned in this episode
Organizations: The Rite Retirement Show, Medicare, WG Financial Group
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