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ENG2209 - Interview on Retirement Rights and Wrongs (PFP, EST, TAX)

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

Standard: $49.00


Jim Shambo's contributions to the retirement plan discussion include his Hedonic Index research and a "Boots in the Water" refutation of the normal use of Monte Carlo projections. But now that he's experienced five years of his own retirement, what lessons has he learned and how has his own planning worked out in the real world? This is a living case study of an advisor who took his own medicine, and what he would recommend that you prescribe for your retiring clients going forward.

Learning Objectives:
  • Predict the importance of advance memorandums at the start of retirement to facilitate better decision-making later in life.
  • Evaluate Social Security and Medicare decisions, and track milestones before they occur.
  • Assess the importance of projecting RMDs out ten years for tax planning and reduced Medicare premiums.
  • Contrast spending--the plan vs. reality.


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