Jim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006

February 12, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006

This is Part 4 of the show series in which Jim and Chris continue to describe their retirement planning approach and process.  In Parts 1 and 2 they discussed mostly the why and philosophy of their approach.  In Part 3 they explained further how they begin their planning process, using a fictitious couple as an example.  In this episode, Jim and Chris continue using this fictitious couple to talk about the next phase: fun and desired expenses.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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