Is There a Simpler Approach to Retirement Planning?: EDU #2427

Update: 2024-07-03

Description

Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be overcomplicating it. The guys discuss his simplified retirement planning approach and how people’s spending strategy may change throughout the course of their retirement.

The post Is There a Simpler Approach to Retirement Planning?: EDU #2427 appeared first on The Retirement and IRA Show.

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In Channel

Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436

2024-09-0701:20:17

Our Retirement Planning Process and Philosophy Part 11: EDU #2435

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Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435

2024-08-3101:15:46

Our Retirement Planning Process Questions Answered: EDU #2435

2024-08-2801:19:20

Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434

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Our Retirement Planning Process and Philosophy Part 10: EDU #2434

2024-08-2155:56

Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433

2024-08-1701:20:24

Our Retirement Planning Process and Philosophy Part 9: EDU #2433

2024-08-1401:27:31

SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432

2024-08-1001:28:16

Our Retirement Planning Process and Philosophy Part 8: EDU #2432

2024-08-0701:12:06

Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431

2024-08-0301:39:11

Our Retirement Planning Process and Philosophy Part 7: EDU #2431

2024-07-3101:16:05

Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

2024-07-2701:28:44

In-Depth Principal Protected Structured ETFs: EDU #2430

2024-07-2401:37:57

Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429

2024-07-2001:32:52

Estate Planning 101: EDU #2429

2024-07-1701:26:32

Tax Questions Answered: Q&A #2428

2024-07-1301:10:37

Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428

2024-07-1001:24:09

COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427

2024-07-0601:21:28

Is There a Simpler Approach to Retirement Planning?: EDU #2427

2024-07-0358:02

00:00

Is There a Simpler Approach to Retirement Planning?: EDU #2427

Jim Saulnier, CFP® & Chris Stein, CFP®

#box-pro-ellipsis-172577061255935{-webkit-line-clamp:2;}Is There a Simpler Approach to Retirement Planning?: EDU #2427

Is There a Simpler Approach to Retirement Planning?: EDU #2427

Jim Saulnier, CFP® & Chris Stein, CFP®

Is There a Simpler Approach to Retirement Planning?: EDU #2427