Transition Period Strategy Part 3 – A Case Study: EDU #2518

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 30 April 2025

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

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Summary

Chris’s Summary:Jim and I are joined once again by Jacob for the third and final part of our series on transition period strategy. This time, we focus on the practical side of asset positioning: how near-retirees can begin structuring spending reserves without overreacting to short-term volatility. We use an example case study to explain how […]

Transcript

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0:52.4	Finance instructor and certified financial planner Chris Stein
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1:18.1	That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage.
1:24.4	Now here's Jim and Chris with today's show.
1:29.6	Hello and welcome to the Retirement and IRA show EDU edition for this week.
1:35.3	On this week's show, it's going to be the third in a series where we've been discussing our concept of asset positioning, which is our way of, we'll call it
1:48.1	allocating assets in order to assign jobs to those assets or resources. And that job usually
1:59.4	entails two variables.
2:04.0	When are the dollars needed and for what purpose?
2:11.0	And that helps inform us as to where we feel that you should place those assets or position those assets.
	...

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