Discover the tips and strategies that will help you achieve your retirement goals.

I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.

It all starts right here on Ready for Retirement. for retirement.

Hi, everyone.

Welcome back to another episode of Ready for Retirement.

I'm your host, James Cannell.

On today's episode, we're going to be talking about how you should think about investing your bridge account.

Now, the way that you invest, that is going to determine your success or your lack of success

throughout your retirement years. But when it comes to investing, it's not just about knowing

what the right investments are. It's about also making sure the right investments are in

the right account. And today, the specific

account we're going to be talking about is that bridge account, which I'll dive into in just a

second. But before I do so, this episode is prompted by a listener question. This listener,

his name is Rob, and Rob says this. He says, hi, James. I'm a big fan of your podcast, and I truly

appreciate the goldmine of info you share in every episode. I have a

question about early retirement. If I have a pension that kicks in at age 55, but I plan to retire

at age 45, what would be a safe withdrawal rate on my bridge account? I'm currently 35 and saving quite

aggressively. I'm making monthly contributions to an after-tax account as well as a 403B

and a Roth IRA. How should I approach my bridge account knowing that it will be my only source

of income for 10 years? Are there other factors I should consider leading up to that point?

Thank you so much for your help and insight. Sincerely, Rob, thank you for that question,

and there are other factors that I do recommend considering leading up to that point.

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