Edu: Minimum Dignity Floor and Bucket Planning
March 27, 2019
What is the minimum dignity floor and how does it work with the bucketing strategy for retirement planning? What are the factors to consider when planning for your Minimum Dignity Floor and how to cover it? A New Jersey listener’s question prompts Jim and Chris to delve into the details of both what they call the “minimum dignity floor” and bucketing. If you’re still...
Listen NowQ&A: Retirement Readiness and Minimizing Taxes
March 23, 2019
Whether you’re 35 or 55 you’re probably thinking about your retirement readiness. Who hasn’t asked “Can I retire yet?” at some point? This week Jim and Chris answer that very question from a Minnesota listener. Jo Madonna, an Enrolled Agent, also joins the guys again to answer more listener questions about minimizing taxes....
Listen NowEdu: Safe Withdrawal Rate
March 6, 2019
Is there really such a thing as a safe withdrawal rate? Prompted by an Arizona listener’s question, this week Jim and Chris take a closer look at the Safe Withdrawal Rate strategy for retirement planning. Join them as they go into what it is, how it’s calculated, and (more importantly) the pros and cons of the method....
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