00:00 - Intro
02:11 - The key considerations for investors later in retirement
03:27 - How to think about changing withdrawal rates over time
05:02 - The challenge of shifting from saving to spending
06:01 - The key facts about required minimum distributions (RMDs)
12:59 - The most important considerations with inherited IRAs
14:48 - Using Roth conversions later in retirement
17:08 - Thinking through giving money to kids
19:15 - Healthcare expenses later in retirement
21:30 The basics of the estate tax
23:57 - Charitable giving strategies later in life
26:16 - Episode summary
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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LinkedIn: https://www.linkedin.com/in/jcarbonneau
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