A Worthwhile "Retirement"
Jacob George, CFP®
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Tax Changes in 2025 and Beyond (OBBBA) | Ep 30
Long time, no see! But let's go over some major changes before the 2025 tax year is over.Up to $6k senior deduction (through 2028)SALT cap increased from $10k to $40k (through 2029)TCJA numbers made…
S1E29 Why I HATE Dividends | Ep 29
Dividends often discourage people from selling stocks. In my opinion, this more rigid philosophy leads to retirees who are more prone to discomfort in uncertainty.Dividends tend to be viewed as…
S1E28 What On Earth is a DAF? | Ep 28
What's the purpose of a Donor Advised Fund (DAF)?another method of gifting appreciated stocka potentially simpler method, if many recipients are involvedand it comes with a potential tax benefitNow,…
S1E27 Sown Among Thorns | Ep 27
"We become the average of the 5 people we spend the most time with..." Are we one of somebody's 5? What kind of person are they becoming by spending time with us? Are we a distraction? Or are we…
S1E26 When to file for Social Security? | Ep 26
Link to my 2 favorite reasons to file EARLY: https://youtu.be/RViqvYxeJD0?si=ehpy2sBDRwuKTLNkWHEN DO WE FILE?Why you might choose 70?benefit maximization over the long termcaring for the…
S1E25 10 Things I Love Spending Money On | Ep 25
I want to know what you know! Shoot me an email with things that you love to spend money on, at [email protected]. Here are links to some of what I…
S1E24 Are We Told to Leave an Inheritance? | Ep 24
"A good man leaves an inheritance to his children's children..." - Proverbs 13:22 What is God's intention for what we leave behind and how?
S1E23 What We Did With our "House Money" | Ep 23
We recently sold our house. This means we had some decisions to make around what to do with the proceeds. Here's what we did...
Faith-Driven Portfolios | Ep 22
When you were deciding how you would determine your investment allocation, what mental inputs did you use to make that call? Where did you start? And was it the wrong starting point?
Investment Projections Feel Disingenuous | Ep 21
"If you save $X/month, then you'll have $X in this many years..."Statements like this are important, but we have to be careful to consider the affect of inflation on that dollar amount.*This is not…
Silly Things I've Done with Money | Ep 20
We're back! Excited to be here with you all, and more often. It's okay to do silly things with money, as long as we learn from them. Money is not, is not, IS NOT to make us comfortable as we possibly…
S1E19 7 Steps to Retirement (Step 7 of 7) - Monitoring/Updating the Plan | Ep 19
And with that, the retirement planning process has come to a close! Or has it? This process is lifelong and our plan is ever-changing. And that's okay.
S1E18 7 Steps to Retirement (Step 6 of 7) - Putting the Plan Into Action | Ep 18
While the implementation of our retirement plans will certainly differ, today we discuss one thing that remains... the principles we should all follow as we invest.
S1E17 7 Steps to Retirement (Part 5 of 7) - Create a Savings Plan | Ep 17
How long do you need to keep working in order to hit your retirement goal? How much do you need to save? It's at this point in the process that we answer questions like these. **This podcast is not…
7 Steps to Retirement (Part 4 of 7) - Determine Total Portfolio Need | Ep 16
How much in total do you need in order to retire? Today, we finally start assigning some example numbers to that conversation. You can view some sample calculations here:…
S1E15 7 Steps to Retirement (Part 3 of 7) - Consider Guaranteed Income | Ep 15
Set up your Social Security account: The United States Social Security Administration | SSA (https://ssa.gov)
S1E14 7 Steps to Retirement (Part 2 of 7) - Estimating Annual Expenses | Ep 14
Two factors to guide us in our expense estimation: Current expenditures (and how they will change) Cost of retirement goals
S1E13 7 Steps to Retirement (Part 1 of 7) - Determining YOUR Retirement Vision | Ep 13
Thinking about retirement? Here is step 1 in the retirement planning process! One of favorite videos on the subject of retirement: https://www.youtube.com/watch?v=DMHMOQ_054U
S1E12 5 Benefits of Advice-Only Planning | Ep 12
What's the difference between a "Fee-Only" and "Fee-Based" advisor? And what does "Advice-Only" have to do with it?
S1E11 Can You Beat the Stock Market? | Ep 11
SPIVA is one of the most significant research studies the investment world has ever seen. Feel free to view the data here: SPIVA | S&P Dow Jones Indices (spglobal.com) And here's a video to…
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A Worthwhile "Retirement" has published 31 episodes since February 2024, covering topics in Education, Self-Improvement.
A Worthwhile "Retirement" is currently sporadic with new episodes every 2 weeks. Average episode length is 10m.
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