DiscoverThe Retirement and IRA ShowA Discussion on Simplified Retirement Planning: EDU #2506
A Discussion on Simplified Retirement Planning: EDU #2506

A Discussion on Simplified Retirement Planning: EDU #2506

Update: 2025-02-05
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While Jim is at a conference, Jake joins Chris to discuss a listener’s simplified retirement planning approach. They examine their straightforward strategy, focusing on key points like living within your means, how finances often simplify in the mid-70s after covering the Minimum Dignity Floor™, and the impact of passing the delay period for larger withdrawals. They also consider potential risks, such as inflation and interest rates, in this type of allocation.


The post A Discussion on Simplified Retirement Planning: EDU #2506 appeared first on The Retirement and IRA Show.

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A Discussion on Simplified Retirement Planning: EDU #2506

A Discussion on Simplified Retirement Planning: EDU #2506

Jim Saulnier, CFP® & Chris Stein, CFP®