Christine Benz interviews Jonathan Guyton about dynamic portfolio withdrawals in retirement.

Chapters:
0:00 Introduction
1:33 Variable withdrawals and “guardrails”
12:35 Giving ourselves permission to spend
14:49 “Core” spending vs. “pots” for travel and more
18:37 Longterm care expenses
20:37 Which holdings to withdraw from
27:46 Inflation protection
incl. stocks
31:00 What do with income distributions
32:26 International stocks
35:25 Active stock loss selling
38:16 Behavioral finance pitfalls
39:32 Giving while living to family and charity
44:35 Audience Q&A

Recorded on September 27, 2024.

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