Spend More in Retirement Without Running Out of Money
In this episode of Retire and Thrive, Kamie and Dan break down three practical ways to increase retirement spending while staying confident in your long term plan. They cover the three phases of retirement spending, how to withdraw from the right accounts with taxes in mind, and why “guardrails” can work better than strict budgets.
In this episode, you will learn:
The Go Go, Slow Go, and No Go phases and how spending changes over time
How to choose between pre tax, after tax, and Roth accounts when withdrawing
How to set spending guardrails using mandatory vs discretionary expenses
The key…
The skinny
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