ThimbleberryU 164 - When Can I Retire

Conférenciers

• Speaker 1 0:12
• Speaker 2 0:08

1. 0:08

   Chapitre 1: Welcome back to Thimbleberry U. 301s · Speaker 2

   Welcome back to Thimbleberry U. I am John Jagay, Amy Walsh from Thimbleberry Financials with me as always. Hey, Amy. Hey, Jag. Well, if you're listening to this, there's a good chance you've spent your career in academic medicine or researc…

2. 5:09

   Chapitre 2: Now I'm not going to name the custodian here, but this is the most common custodian we see in healthcare academia. 300s · Speaker 2

   Now I'm not going to name the custodian here, but this is the most common custodian we see in healthcare academia. And this is really important because it has a lot of nuances. Looking forward or moving forward, your 457 plan is likely the …

3. 10:09

   Chapitre 3: A plan you build once and never revisit isn't really a plan. 152s · Speaker 2

   A plan you build once and never revisit isn't really a plan. It's a snapshot. Right. So markets move, tax laws shift, your situation changes to your point. You know, the statistics that I've heard is that the average American adult has a ma…