Preparing for Retirement: Withdrawal Rates

Preparing for Retirement: Withdrawal Rates

Retirement and Estate Planning

July 23, 2024

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If you’ll be retiring soon, you may wonder how you’ll pay for it.  In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss interest rates, the Chinese regional bank crisis, and whether India will take over the number one spot as a world superpower.

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Withdrawal rates and how much do I need for retirement?
00:00—Intro
01:44—What do I need to know about withdrawal rates?

Central Bank Roundup
10:35—Interest rates
14:04—China regional banking crisis

Something or Nothing
16:27—Chinese robo taxis
19:33—India stock market
22:45—Shadow banking
26:24—Peloton convertible notes

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about safe withdrawal rates, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY “Ruff”

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