Jim & Chris’s Retirement Planning Approach and Process Part 5: EDU #2007

February 19, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 5: EDU #2007

We are wrapping up our 5-Part series in which Jim and Chris describe their retirement planning approach and process.  In Parts 1 and 2 they discussed the philosophy of their approach.  In Parts 3 and 4 they explained further how they begin their planning process, using a fictitious couple as an example.  In this episode, Jim and Chris describe how the last few stages are put together to finish their planning process.

Podcast: Play in new window | Download (Duration: 1:10:03 — 32.1MB)

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