Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 23 April 2025

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 […]

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice.
0:06.8	All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.
0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.4	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.8	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnior and Associates LLC, a registered investment advisor.
0:47.0	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:52.1	Join us as certified financial planner Jim Sondier, as well as Colorado State University Finance Instructor and Certified Financial
0:55.0	Planner Chris Stein teach you about IRAs, borrow-in-case, annuities, Social Security,
1:01.0	pension plans, and estate planning in a fun and enjoyable show. Whether you are listening
1:06.1	live in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that
1:12.3	they're available to help you plan for your retirement. Just visit their website at Jimhelps.com.
1:18.4	That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage. Now here's Jim and Chris
1:26.1	with today's show. Well, hello and welcome to the
1:30.9	retirement and IRA show. Ed.U edition for this week. On this week's show, we're going to continue
1:37.2	with a theme we started, a show or two ago, talking about positioning your assets for use in and through retirement.
1:47.2	And today we're going to finally get to a response to an email.
1:52.8	I know this is an E.D.U. show, but this topic was a bit prompted by an email where somebody
1:58.8	wrote to us and asked us to provide them some insight as to how we
2:03.7	would deal with kind of an asset positioning task in the years leading up to retirement.
	...

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