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

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

Update: 2024-07-31
Share

Description

Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his positioning strategy to better adapt to their retirement spending philosophy.


The post Our Retirement Planning Process and Philosophy Part 7: EDU #2431 appeared first on The Retirement and IRA Show.

Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
How Listeners are Implementing Our Planning Process: EDU #2444

How Listeners are Implementing Our Planning Process: EDU #2444

2024-10-3001:40:25

Social Security WEP and GPO Special: Q&A #2443

Social Security WEP and GPO Special: Q&A #2443

2024-10-2601:08:25

Qualified Annuities and IRA Deep Dive: EDU #2443

Qualified Annuities and IRA Deep Dive: EDU #2443

2024-10-2301:12:27

Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442

Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442

2024-10-1955:34

Medicare Enrollment Assistance Special Episode: EDU #2442

Medicare Enrollment Assistance Special Episode: EDU #2442

2024-10-1601:30:13

Social Security Benefits and Roth IRA Annuities: Q&A #2441

Social Security Benefits and Roth IRA Annuities: Q&A #2441

2024-10-1201:36:32

Medicare Insurance Special: EDU #2441

Medicare Insurance Special: EDU #2441

2024-10-0901:25:58

Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440

Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440

2024-10-0501:25:24

Our Retirement Planning Process: EDU #2440

Our Retirement Planning Process: EDU #2440

2024-10-0201:39:58

Buffered ETFs Special Episode: Q&A #2439

Buffered ETFs Special Episode: Q&A #2439

2024-09-2801:36:21

Estate Planning Special Edition: EDU #2439

Estate Planning Special Edition: EDU #2439

2024-09-2501:25:33

Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

2024-09-2101:33:48

Our Retirement Planning Process and Philosophy Part 13: EDU #2438

Our Retirement Planning Process and Philosophy Part 13: EDU #2438

2024-09-1801:39:03

COLA, WEP, and Annuities: Q&A #2437

COLA, WEP, and Annuities: Q&A #2437

2024-09-1401:33:04

Our Retirement Planning Process and Philosophy Part 12: EDU #2437

Our Retirement Planning Process and Philosophy Part 12: EDU #2437

2024-09-1101:10:29

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

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 #2436

Our Retirement Planning Process and Philosophy Part 11: EDU #2436

2024-09-0401:09:07

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

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

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

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

2024-08-2401:08:36

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

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

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

Jim Saulnier, CFP® & Chris Stein, CFP®