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How to Build a Forever Portfolio With Rob Berger

The Personal Finance Podcast

CHAPTER

Navigating the Complexities of Drawing Retirement Income and the Role of Cash

This chapter explores the complexities of drawing retirement income, including considerations like early retirement, which accounts to draw from first, and the importance of seeking help from a fee-only CFP. The topic of cash in retirement is also discussed, emphasizing the need for a holistic view of asset allocation and referencing Bill Bingen's research on cash allocation within fixed income.

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