Go-Go, Slow-Go, and No-Go Years
The Stages of Retirement: Strategies for Go-Go, Slow-Go, and No-Go Years
The Stages of Retirement: Strategies for Go-Go, Slow-Go, and No-Go Years
This week's blogpost - https://bahnsen.co/4lCcyvy
The Stages of Retirement: Strategies for Go-Go, Slow-Go, and No-Go Years
In this episode of the Thoughts on Money Podcast, host Trevor Cummings and guest Blaine Carver discuss financial planning for retirement, breaking it down into the 'go-go,' 'slow-go,' and 'no-go' years. They explore how spending patterns and needs change throughout each phase and stress the importance of flexibility in financial planning. Topics covered include the spending smile, asset allocation, social security strategies, and the significance of tax optimization. The episode emphasizes personalized planning and the relevance of continual reassessment to adapt to evolving needs and circumstances.
00:00 Welcome to the Thoughts on Money Podcast
00:14 Blaine's Hiking Adventures and Retirement Phases
02:42 The Go-Go, Slow-Go, and No-Go Years of Retirement
03:49 Financial Planning: Beyond the Paperweight Plans
07:36 The Spending Smile and Its Implications
13:01 Tax Strategies and Portfolio Withdrawals
16:22 Diversifying Retirement Accounts
17:19 Understanding the Logo Years
18:42 Long-Term Care and Charitable Planning
20:22 Navigating the No-Go Years
23:03 Simplifying Estate Planning
26:46 Final Thoughts and Listener Engagement
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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