• Transition Period Strategy Part 1 – Asset Positioning: EDU #2516

  • Apr 16 2025
  • Length: 1 hr and 25 mins
  • Podcast

Transition Period Strategy Part 1 – Asset Positioning: EDU #2516

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  • Summary

  • Chris’s Summary: Jim and I are joined by Jake and Jacob to discuss listener emails related to asset positioning for retirement and the transition period leading up to it. We break down how we think about asset allocation across account types, what a liquidity account is and why we use it, and how we handle […]

    The post Transition Period Strategy Part 1 – Asset Positioning: EDU #2516 appeared first on The Retirement and IRA Show.
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