Description

Scott and James discuss how a pension fits into your overall retirement plan.

NEW: We're on YouTube here!

Listener Question:

Am I on track to retire at 52? Am I over-investing in retirement at the expense of more freedom now? How would you recommend incorporating pension plans into overall retirement planning (ideal year:pension percentage break-even point?)? 

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

5:02 - Assumptions

10:30 - Retirement Planning

14:14 - Pension Considerations

18:20 - Subjective & Objective Personal Finance

20:53 - Life Insurance

22:11 - Optimizing Finances

23:00 - Aligning Your Financial Goals

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James

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Scott

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