Time, Talent, Treasure Radio

Stewards Planning Group

Ben Taatjes and Jerrid Sebesta of Stewards Planning Group in Willmar, MN build purposeful retirement plans that help you steward your life, money and retirement.

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Time, Talent, Treasure Radio

Episodes (124)

Tue Mar 17th Required Minimum Distributions: When and How to Take Them
Tue Mar 10th Market Volatility and Staying Grounded in Your Plan
Tue Mar 3rd Wealth vs. Income in Retirement

Time, Talent, Treasure Radio

Mar 17, 2026
10½ minutes
14 MB

In this episode, Ben Taatjes and Jonathon Shofner walk through one of the most common questions retirees face: when and how to take required minimum distributions. They share practical guidance on whether to take your RMD all at once or spread it out, how these decisions can affect your taxes, and how strategies like Roth conversions and charitable giving can fit into your overall plan—helping you feel more confident and in control of your retirement income.

Time, Talent, Treasure Radio

Required Minimum Distributions: When and How to Take Them

Stewards Planning Group

00:00 -09:37