A Discussion on Simplified Retirement Planning: EDU #2506

February 5, 2025

A Discussion on Simplified Retirement Planning: EDU #2506

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.

Podcast: Play in new window | Download (Duration: 59:20 — 27.2MB)

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