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

  • Apr 30 2025
  • Length: 1 hr and 27 mins
  • Podcast

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

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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 […]

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