Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517
Apr 23, 2025•1 hr 18 min
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Episode description
Chris’s Summary:Jim and I are again joined by Jacob as we continue exploring transition period strategy—the years just before retirement when you’re not yet withdrawing but want to prepare. We cover how near-retirees can manage emotional reactions to volatility while positioning assets to support early retirement spending. For those using our Minimum Dignity Floor™ and […]
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