Episode Details

In this episode James and Scott discuss whether or not it's possible to overfund retirement, and what you can do to avoid doing so.

Questions discussed: How much is enough when it comes to funding for retirement? When can I stop funding for retirement? What is the best approach for my individual situation?

Planning Points Discussed

• Tax Planning
• Retirement Planning
• Portfolio Management
• Aligning Your Investments with Financial Goals

Timestamps:

2:30 - Listener Question

4:00 - Should I Max Out My Retirement Accounts?

6:13 - How Much Is Too Much For Retirement?

7:30 - Historical Performance: Lump-Sum vs. Dollar-Cost Averaging

10:20 - Importance of Balance Sheet

13:25 - How To Use RMDs In Retirement

15:25 - Aligning Goals with Your Finances

LET'S CONNECT!

James

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Scott

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