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‘I Got Poor Advice from an Accountant . . . That’s a Big Regret’: Real Life Examples of How WCIers Live, Worry, and Withdraw Money in Retirement

The White Coat Investor – Investing & Personal Finance for Doctors·Josh Katzowitz·about 1 month ago
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By Josh Katzowitz , WCI Content Director Beginning in October 2025, we published the first in a new series of posts that detail how those in the WCI community think about retirement. You can find every retirement withdrawal post in this series here (including six posts from Dr. Jim Dahle), where readers who are in their post-career phase discuss everything from withdrawal strategies to how they live their lives without work. So far, about 125 readers have responded to our survey, filling us in on their most intimate financial details, strategies, and worries so they could pay it forward to the next generation of retirees. If you're retired and interested in contributing your own game plan to those of us who are still working, you can find the questionnaire here (and don't worry, we'll keep you anonymous). For even more retirement content, WCI founder Dr. Jim Dahle wrote an extensive series on retirement withdrawals . . .…

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