Jacob George, CFP®

A Worthwhile "Retirement"

Education EN ↓ 32 avsnitt

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.*

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Jacob George, CFP®

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Education

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podcasters.spotify.com

Senaste avsnittet

5 jun 2026

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Avsnitt

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?