Money Moves for the New Year: Gearing Up for Retirement

新年资金流动:为退休做准备

WSJ Your Money Briefing

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2024-12-27

16 分钟
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How can you ensure that you won’t outlast your nest egg in retirement? By making the right investing choices throughout your career. We hear from 60-year-old Colorado resident Daniel Paul, who wants to retire in the next few years, about when to start withdrawing funds, and from which retirement account. Host J.R. Whalen is joined by WSJ reporter Anne Tergesen, who explains how to budget for your retirement lifestyle. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • You let him try via Lynn because you love him.

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  • Brought to you by the National Highway Traffic Safety Administration and the Ad Council.

  • Here's your money briefing for Friday, December 27th.

  • I'm JR Welland for the Wall Street Journal.

  • Welcome to the final installment of our series, Money Moves for the New Year.

  • This week, we've taken a look at your questions about meeting financial goals in 2025.

  • We've looked at boosting your credit score and paying off debt, leveling up your career and saving for a big purchase.

  • But before we start the new year,

  • today we're discussing getting your finances in order to retire and retirement looks different for everyone.

  • I think it's gonna start out as just doing nothing get that pinnacle.

  • That's Daniel Paul.

  • He's 60 years old and lives in Boulder, Colorado.

  • Throughout his career, Daniel has worked in advertising and marketing for a few different companies.

  • Now he's a vice president of marketing for a multi-state cannabis company.

  • In the next phase of his life, he wants to slow things down.

  • But knowing my personality, I'm gonna get very bored very quickly.

  • I'm still young, I still feel young.

  • Daniel is looking to retire in the next few years.