Where Should You Pull Funds from First in Retirement?

Published: 10 September 2024
on channel: James Shack
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00:00 Retirement Has Changed
02:07 Step 1: List & Project Future Income
03:29 Step 2: Desired Expenditure
04:20 Step 3: Liquid Assets
04:50 Step 4: Assess Sustainability
05:33 Step 5: Cash Flow Management
06:30 Step 6: Tax Efficient Drawdown
11:40 Decision Framework
12:42 Rachel Reeves October 30th?!
14:34 Step 7: How to Invest


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