Transition Period Strategy Part 3 – A Case Study: EDU #2518

April 30, 2025

Transition Period Strategy Part 3 – A Case Study: EDU #2518

Chris’s Summary:Jim and I are joined once again by Jacob for the third and final part of our series on transition period strategy. This time, we focus on the practical side of asset positioning: how near-retirees can begin structuring spending reserves without overreacting to short-term volatility. We use an example case study to explain how to segment early retirement needs into time-based...

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Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517

April 23, 2025

Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517

Chris’s Summary:Jim and I are again joined by Jacob as we continue exploring transition period strategy—the years just before retirement when you’re not yet withdrawing but want to prepare. We cover how near-retirees can manage emotional reactions to volatility while positioning assets to support early retirement spending. For those using our Minimum Dignity Floor™ and Fun Number™ approach, we...

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