A Worthwhile "Retirement"

Por: Jacob George, CFP®
What does it mean for retirement to be "worthwhile"?

What actions can we take to best position ourselves to pursue it?



*This podcast is for educational purposes only, and does not constitute individual investment, tax, or legal advice.*
30 episodios disponibles

Latest episodes of the podcast A Worthwhile "Retirement"

Why I HATE Dividends | Ep 29 06/08/2025
What On Earth is a DAF? | Ep 28 29/07/2025
Sown Among Thorns | Ep 27 24/07/2025
When to file for Social Security? | Ep 26 16/07/2025
10 Things I Love Spending Money On | Ep 25 02/07/2025
Are We Told to Leave an Inheritance? | Ep 24 09/06/2025
What We Did With our "House Money" | Ep 23 05/06/2025
Faith-Driven Portfolios | Ep 22 02/06/2025
Investment Projections Feel Disingenuous | Ep 21 20/05/2025
Silly Things I've Done with Money | Ep 20 16/05/2025
7 Steps to Retirement (Step 7 of 7) - Monitoring/Updating the Plan | Ep 19 26/09/2024
7 Steps to Retirement (Step 6 of 7) - Putting the Plan Into Action | Ep 18 20/09/2024
7 Steps to Retirement (Part 5 of 7) - Create a Savings Plan | Ep 17 06/09/2024
7 Steps to Retirement (Part 4 of 7) - Determine Total Portfolio Need | Ep 16 23/08/2024
7 Steps to Retirement (Part 3 of 7) - Consider Guaranteed Income | Ep 15 05/07/2024
7 Steps to Retirement (Part 2 of 7) - Estimating Annual Expenses | Ep 14 28/06/2024
7 Steps to Retirement (Part 1 of 7) - Determining YOUR Retirement Vision | Ep 13 21/06/2024
5 Benefits of Advice-Only Planning | Ep 12 14/06/2024
Can You Beat the Stock Market? | Ep 11 07/06/2024
Can I Count on Social Security? | Ep 10 31/05/2024
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