Robert Brokamp

speaker

4,580 appearances 41 recordings 3 series first heard Oct 2025 last heard 3d ago

Robert Brokamp’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 41 in all, peaking in Sep 2026 with 5.

Appearances

newest first · ▶ plays the moment

Motley Fool Hidden Gems Investing · Mailbag! Maximizing Dividends, Spending in Retirement, Managing a 529 · 20 Jun 2026 podcast

All right, let's get to our second question from Matt.

So I've been reading The Fool and investing foolishly for about 30 years.

My wife and I have lived a good, though not extravagant life.

While I have never made more than $50,000 per year, we have grown our portfolio to a few million dollars, as well as owning a home that is worth more than a million dollars.

And we have gold and other assets all debt-free.

Wow, that's outstanding, Matt.

Now I am 70 and retired.

Our social security dividends and other income beat all of our expenses.

I'm having a hard time switching mindsets from saving mode to spending mode.

I can't seem to bring myself to sell shares and withdraw the funds from the portfolios.

What advice do you have for new retirees who need to switch from saving mode to drawdown mode?

And which accounts from among the IRA, Roth, SEP, joint, and personal should we draw down first?

Thanks to The Fool for a lifetime of sound investment advice.

Well, congratulations.

You have done a fantastic job.

not knowing everything about your situation, but it sounds like you're in fantastic shape.

So congratulations to you.

And you probably could feel more comfortable spending a little bit of your money.

Just a couple of thoughts.

You might want to choose just a really conservative guideline, such as the old 4% rule.

Showing 1501–1520 of 4,580 · page 76 of 229