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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:
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
Check out all of our podcast episodes and more on our YouTube channel here!
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By James Conole, CFP®4.9
775775 ratings
In this episode of Ready for Retirement, James discusses Deferred Compensation Plans and how to consider them within your overall retirement strategy.
Questions Answered:
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
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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