• Transition Period Strategy and Positioning: EDU #2517

  • Apr 23 2025
  • Length: 1 hr and 18 mins
  • Podcast

Transition Period Strategy and Positioning: EDU #2517

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  • Summary

  • Chris’s Summary:Jim and I are again joined by Jacob as we continue exploring transition period strategy—the years just before retirement when you’re not yet withdrawing but want to prepare. We cover how near-retirees can manage emotional reactions to volatility while positioning assets to support early retirement spending. For those using our Minimum Dignity Floor™ and […]

    The post Transition Period Strategy and Positioning: EDU #2517 appeared first on The Retirement and IRA Show.
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