Unlock Your Best Retirement
It’s fun for me to turn theory into practice. It's even better when I learn that advisors change client lives with the content we teach in school.
You may be single and thinking about a Roth IRA.
You might be in your mid-30s with an employer-sponsored retirement plan or in your mid-60s trying to figure out the best withdrawal rate to support your living standard.
There are always retirement questions to answer.
The how-to involves the right economics, which are specific to every individual and household. Different income sources. Different financial assets. Different tax regimes. Different preferences.
The good news is that the principles that answer your questions are the same as those that answer my questions. Or your neighbors and friends.
James Matthews knows this to be true. James Matthews is a financial planner.
James is the Director of Wealth Management for Consolidated Planning, Inc. in Charlotte, NC, and hosts the Intelligent Retirement Podcast. James was an early subscriber to Personal Finance Economics. I’ve been lucky to have him as a subscriber.
We spent an hour recently discussing retirement methods, and James was kind enough to share the link for PFE subscribers.
Your Retirement Questions Answered
Chapter 7 of our book is dedicated to principles and case studies for handling virtually any retirement planning decision. The book is included with a paid subscription to PFE.
In shorter format, there is a series of short posts capturing retirement planning subjects, which you can find here, or by clicking the graphic below.
