
Funding Discretionary Spending: EDU #2533
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About this listen
Chris’s SummaryJim and I continue discussing funding discretionary spending in Robert Merton’s three bucket retirement income framework from last week’s article, focusing on how his flexible and aspirational spending categories compare with our philosophy. We explore why annuities are insurance products, where TIPS fit into income planning, and why funding Go-Go years demands liquidity and […]
The post Funding Discretionary Spending: EDU #2533 appeared first on The Retirement and IRA Show.
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