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089 - Is it Possible to Overfund Retirement? episode artwork

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

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...

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Frequently Asked Questions

How long is this episode of Real Personal Finance?

This episode is 19 minutes long.

When was this Real Personal Finance episode published?

This episode was published on March 3, 2021.

What is this episode about?

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...

Can I download this Real Personal Finance episode?

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