EPISODE · Mar 3, 2021 · 19 MIN
089 - Is it Possible to Overfund Retirement?
from Real Personal Finance · host Scott Frank and James Conole
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 Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here
Embed this episode
What this episode covers
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 Ma...
Ready to play
089 - Is it Possible to Overfund Retirement?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.