Transition Period Strategy Part 1 – Asset Positioning: EDU #2516
April 16, 2025
Chris’s Summary: Jim and I are joined by Jake and Jacob to discuss listener emails related to asset positioning for retirement and the transition period leading up to it. We break down how we think about asset allocation across account types, what a liquidity account is and why we use it, and how we handle year-end tax planning. It’s all part of how and why our Secure Retirement Income Process™...
Listen NowSetting the Record Straight on Clickbait vs Reality: EDU #2510
March 5, 2025
Chris’s Summary: Jim is at yet another industry conference, so Jake is stepping in to join me this week. We pick up where Jim and I left off last time, discussing misleading financial articles. This time, we take a critical look at an article from Moneywise that claims to lay out the “standard” order for withdrawing retirement funds—but seems more focused on promoting paid links than providing...
Listen NowDeveloping Confidence With Retirement Spending: EDU #2501
January 1, 2025
Jim and Chris, once again joined by Jake, a fellow planner at Jim Saulnier & Associates, discuss a recent Wall Street Journal article about why retirees often hesitate to spend in retirement. The guys share some tips to build retirement spending confidence. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y25E01.mp3...
Listen NowOur Retirement Planning Process and Philosophy Part 12: EDU #2437
September 11, 2024
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E37.mp3 Podcast: Play in new window | Download (Duration: 1:10:29 — 32.3MB) Subscribe:...
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