089 - Is it Possible to Overfund Retirement?

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Por James Conole and Scott Frank descoberto pelo Player FM e nossa comunidade - Os direitos autorais são de propriedade do editor, não do Player FM, e o áudio é transmitido diretamente de seus servidores. Toque no botão Assinar para acompanhar as atualizações no Player FM, ou copie a feed URL em outros aplicativos de podcast.

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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