Retire with Confidence: Tackle Inflation, Family Planning, and Staying Calm in a Noisy Market
Description
Max out your financial insight with real-world retirement strategies and listener Q&A. Learn how to respond to shifting interest rates and weigh the pros and cons of working part-time during retirement. Explore ways to manage Required Minimum Distributions (RMDs), understand Social Security’s 35-year formula, and decide when to tap into pensions.
Get strategic about funding early retirement for your parents with trusts,
tax-smart giving, and family financial planning—plus, a warning on why joint
accounts sometimes backfire. Hear insightful thoughts on dollar-cost averaging
frequency and why investing when you have cash may often beat spreading it out.
Unpack the tension between inflation and early retirement, and why transparency
can be essential when families share financial responsibilities.
Discover why market turbulence doesn’t have to shake your strategy. Hear how George
Clooney’s character in O Brother, Where Art Thou? becomes a
metaphor for staying the course—a reminder to tune out noise and resist letting
uncertainty derail your retirement journey.
Submit your question at RETIRESOONER QUESTIONS and catch this episode of The Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase.
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