Some $$ Now, More $$ Later, Ep #278 - a podcast by Benjamin Brandt CFP®, RICP®

from 2023-01-09T09:00

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Do you ever wish you could sneak a peek into someone else’s retirement financial plan? Our retirement headline this week does just that. The article, Some Now More Later, takes a look into Richard Connor’s decision-making process as he examines how best to allocate his retirement funds and how he and his wife decided how to claim their Social Security benefits.

After the retirement headlines segment, we’ll discuss the best way to rebalance a portfolio in retirement. And lastly, in the personal development segment, you’ll hear our first audio submission from Linda on how she made an investment in herself by committing to learning a foreign language in retirement. Don’t miss out on this informative episode!

Outline of This Episode

[1:52] Deciding how to claim Social Security with multiple sources of income
[9:32] Connor and Vicky’s retirement income plan
[17:18] A rebalancing question
[23:20] Linda has started to learn Spanish in retirement

Resources & People Mentioned

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