Manage episode 286418914 series 2653925
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
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
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