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Innehåll tillhandahållet av InvestorDNA, Caleb Miller, and Riley Anderson. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av InvestorDNA, Caleb Miller, and Riley Anderson eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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91: Jamie Hopkins: The Power of Guardrails - New Solutions for an Age-Old Concern

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Manage episode 407082625 series 3557606
Innehåll tillhandahållet av InvestorDNA, Caleb Miller, and Riley Anderson. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av InvestorDNA, Caleb Miller, and Riley Anderson eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Caleb and Riley are joined by Jamie Hopkins, co-author of Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Re-wirement: Rewiring the Way You Think About Retirement! Jamie specializes in modern retirement income planning, estate planning and tax efficiency; helping clients get the most out of their retirement income. Jamie is a nationally recognized writer, podcaster, researcher and educator; and a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s a go-to expert on retirement income planning and tax law. Learn more about:

  • Why retirement planning is hard and the complexities and misconceptions of retirement planning.
  • ‘Guardrails' and their revolutionary role in ensuring a secure retirement, especially when it feels like you are trying to hit a moving target in high winds.
  • Practical advice and unconventional strategies for those nearing retirement.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

  continue reading

109 episoder

Artwork
iconDela
 
Manage episode 407082625 series 3557606
Innehåll tillhandahållet av InvestorDNA, Caleb Miller, and Riley Anderson. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av InvestorDNA, Caleb Miller, and Riley Anderson eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Caleb and Riley are joined by Jamie Hopkins, co-author of Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Re-wirement: Rewiring the Way You Think About Retirement! Jamie specializes in modern retirement income planning, estate planning and tax efficiency; helping clients get the most out of their retirement income. Jamie is a nationally recognized writer, podcaster, researcher and educator; and a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s a go-to expert on retirement income planning and tax law. Learn more about:

  • Why retirement planning is hard and the complexities and misconceptions of retirement planning.
  • ‘Guardrails' and their revolutionary role in ensuring a secure retirement, especially when it feels like you are trying to hit a moving target in high winds.
  • Practical advice and unconventional strategies for those nearing retirement.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

  continue reading

109 episoder

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