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What is Your Number for Retirement? (Ep4) Thumbnail

What is Your Number for Retirement? (Ep4)

Figuring out whether you can retire requires understanding “how much is enough” for a portfolio size at retirement. In other words, “what is your number” for Day One at retirement. We explore the basic variables, calculation, and sensitivity analysis around this important question in retirement planning. Accompanies Episode 4 of The Retirement Oasis Podcast.

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Designing an Ideal Retirement Part 1 (Ep2) Thumbnail

Designing an Ideal Retirement Part 1 (Ep2)

Your retirement years can perhaps be the most meaningful period of your life. Designing an ideal retirement consists of striking the right balance of play/leisure, connections, renewal, and work. Non-financial issues are just as important -- if not more -- than the financial issues. How will you plan for the non-financial issues in retirement?

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