Tag: Asset Allocation
Chips, Dips, and Retirement Tips: Savvy Financial Planning for a Stress-Free Future (EP 19)

Chips, Dips, and Retirement Tips: Savvy Financial Planning for a Stress-Free Future (EP 19)

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Retirement planning can be as enjoyable as your favorite snack, but it requires careful consideration and strategy.

How do you ensure your financial resources last throughout your retirement? What steps can you take to manage your savings and spending effectively?

This week on Money Metaphors, host Jason Coddington explores the essentials of retirement planning through the delightful analogy of chips, dips, and managing your retirement stash. Jason dissects how to ensure you never run out of “cheese” in your golden years. 

From understanding what aspects of retirement you can control to learning about effective asset allocation and the impact of life expectancy, this episode is packed with practical tips and insights that will help you manage your finances more confidently and leave a lasting legacy.

Jason discusses: 

  • How to differentiate between controllable and uncontrollable aspects of retirement planning
  • The significance of the 4% withdrawal rule and its implications for your financial longevity
  • Insights on how lifestyle changes affect your spending as you age
  • The vital role of planning for potential long-term illnesses to protect your financial future
  • And more!

Tune in to ‘Money Metaphors’ for a comprehensive guide on estate planning and learn how to efficiently protect and manage your financial legacy.

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Disclosure

**Asset allocation does not ensure a profit or protect against a loss

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Navigating Retirement Planning with Ease and Confidence (EP 13)

Navigating Retirement Planning with Ease and Confidence (EP 13)

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Are you letting fear and complexity dictate your retirement planning?

Join us for this episode of ‘Money Metaphors’ with your host Jason Coddington. He explains financial planning in today’s VUCA (volatility, uncertainty, complexity, and ambiguity) environment, focusing on retirement planning for families and small business owners. Discover simple, effective strategies for long-term financial success.

Key Highlights:

  • Embrace Simplicity: A ‘Keep It Super Simple’ approach for your 401(k)
  • Combat FOMO: Understanding investment basics to avoid trend-chasing
  • Automate Savings: Learn to save 10% of your income with employer 401(k) matches
  • Build a Financial Safety Net: Creating a cash reserve to protect your long-term savings
  • Disciplined Investing: Making informed choices aligned with your goals
  • Manage High-Risk Investments: Strategies for allocating funds to investments like Bitcoin
  • Emergency Fund Blueprint: Steps to build a reserve for unforeseen expenses
  • Behavioral Finance Insights: Techniques to automate saving and prevent impulsive spending
  • And more!

Interested in crafting a simple yet effective financial plan? Tune in to ‘Money Metaphors’ for these insights and more. 

Resources:

Connect with Jason Coddington:

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