Scott and James discuss what to do when you receive a significant bump in income. 

NEW: We're on YouTube here!

Listener Question:

I would like to do the more in-depth analysis you mentioned on today’s podcast if you are willing. We hope to retire in the next 5 years, at age 55/56. I am eligible to begin receiving a pension after this year, but plan to "double-dip" for the next 4-5. I have questions about 403(b) and 457 accounts, rollovers, and distributions.

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

4:15 - Income Basics

10:02 - Income Raises & Planning Changes

17:38 - How Much To Save For Different Goals

20:32 - Aligning Your Financial Goals

LET'S CONNECT!

James

YouTube LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.