Jacob George, CFP®
A Worthwhile "Retirement"
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.*
Μην παραλείψεις να επισκεφτείς τη σελίδα του podcast και να στηρίξεις τον δημιουργό: podcasters.spotify.com
Δημιουργός
Jacob George, CFP®
Κατηγορία
Ιστοσελίδα του podcast
Τελευταίο επεισόδιο
5 Ιουν 2026
Πού να ακούσεις;
Podcast στην εφαρμογή Replaio Radio Έρχεται σύντομαΤα podcast έρχονται σύντομα στην εφαρμογή. Εγκατάστησέ την τώρα και δες πρώτος μια εντελώς νέα προσέγγιση στα podcast
Δωρεάν εγκατάσταση
Android σχεδόν 10 εκατ. λήψεις · βαθμολογία 4,8
iOS σύντομα
Επεισόδια
Retiring Before 59.5 (Part 1 of 4) - The Rule of 55 | Ep 6 01.05.2024 7:27
How can I access retirement funds before I turn 59.5? One method, the Rule of 55, is a way of accessing your 401k funds if you've left that employer in the year that you're turning 55 or older.
Why Roth Conversions? | Ep 5 26.04.2024 8:02
Roth Conversions have the potential to be one of the biggest tax savers over the course of a lifetime. Here's a quick 5-min video as an example: https://youtu.be/koNln0BnMvU?si=wThPiD4ToUJMOsiq
What Is Money For? (Part 2 of 2) | Ep 4 15.04.2024 9:11
What if our use of material resources could make the difference of eternal life vs eternal death?
What Is Money For? (Part 1 of 2) | Ep 3 13.03.2024 6:51
Making money is great. Knowing what to do with it is better.
How Church Contribution Changes As We Age | Ep 2 05.03.2024 8:39
When it comes to church contribution, here are 3 problems that QCDs can help solve: Prevents unnecessary taxation on Social Security benefits. Prevents Medicare premium increases for Part B and D. Allows you to take advantage of the standard deduction. Formula for Social Security taxation: https://www.ssa.gov/benefits/retirement/planner/taxes.html#:~:text=*%20Your%20adjusted%20gross%20income%0A%2B...
How Much Can I Withdraw from My Portfolio? | Ep 1 22.02.2024 7:58
How much can I withdraw from my investment portfolio in retirement each year? Let's take a look at the "4% Rule" and what Dave Ramsey had to say about it. Fair warning, this video is a little hard to watch: https://www.youtube.com/live/Xg4Z8EQY3Ao?feature=shared&t=4403
Welcome to A Worthwhile Retirement! 22.02.2024 0:35
What does it mean for retirement to be "worthwhile"? What can we do to make that happen?
Παρόμοια podcast
Άκου το podcast A Worthwhile "Retirement" στο Replaio
Ραδιόφωνο και podcast σε μία εφαρμογή - δωρεάν, χωρίς εγγραφή. Εγκατάστησέ την σήμερα και μη χάσεις την πρεμιέρα
Το Replaio δεν είναι εκδότης podcast - τα ονόματα των εκπομπών, τα εξώφυλλα και ο ήχος ανήκουν στους δημιουργούς τους και διανέμονται μέσω δημόσιων ροών RSS
