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Tag: investment strategy

April 28, 2026By Paula Pant

#710: Q&A: He Wants to Die With Zero – Here’s How to Spend $1M Without Running Out

Joe and I tackle questions about the complexities of early retirement at age 60 and the most efficient withdrawal strategies for lifelong security.

This episode explores both the technical and psychological aspects of “spending down”—from balancing Social Security timing with your investment accounts to deciding if you should spend every last penny before you’re […]

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