How to Turn Your Investments Into Retirement Income | Bucket Strategy & 4% Rule Explained

05/09/2025 25 min Episodio 12

Listen "How to Turn Your Investments Into Retirement Income | Bucket Strategy & 4% Rule Explained"

Episode Synopsis

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn episode 12 of "Retire and Thrive," Kamie and Dan explore how to turn retirement savings into reliable income. They discuss shifting investments from growth to income-producing assets, the importance of tax awareness, and using the bucket strategy to manage funds for short-, medium-, and long-term needs. Dan explains the 4% withdrawal rule and shares a client story highlighting tax diversification. The episode offers practical advice on portfolio allocation, managing cash flow, and minimizing taxes, empowering listeners to build a sustainable retirement income plan and thrive with financial confidence.