Ready For Retirement

How to Supercharge Your Retirement with Deferred Comp Plans


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In this episode of Ready for Retirement, James discusses Deferred Compensation Plans and how to consider them within your overall retirement strategy.

Questions Answered: 

  • How should I think about Deferred Compensation in context of my overall plan?
  • When does it make sense to defer compensation (and when does it NOT)?
  • How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
2:30 - Deferred Compensation 101
3:25 - Retirement Expenses
5:04 - Tax Planning
8:50 - AVOID This Common Mistake
17:03 - Inflation Impact
19:58 - Deferred Comp Example
23:50 - Aligning Your Financial Goals
24:00 - Working With Us

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Ready For RetirementBy James Conole, CFP®

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