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
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
Scott
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