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In this episode, Jesse Cramer discusses the essential considerations for pre and post-retirement planning and the major factors late starters should consider. Jesse is founder of the award winning 'The Best Interest' blog and podcast. He left a career as a mechanical and aerospace engineer to work with clients at a fiduciary, fee-only financial planning firm. Now, he uses those valuable engineering skills to simplify the most complex financial topics into fun explanations for his clients and his audience.
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Boomer Benefits: The nation's leading family-owned Medicare brokers
DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off
Resources mentioned on the show:
š Best Interest Blog
Best Interest Podcast
Blog Post: The Market Reacts to An Assassination Attempt
Blog Post: It's Not Too Late: 6 Finance Tips for Older Beginners
Blog Post: NVIDIA's Day in the Sun(flower)
Social Security Made Simple | Mike Piper | 054
Open Social Security calculator
Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
By Bill Yount & Jackie Cummings Koski4.8
336336 ratings
In this episode, Jesse Cramer discusses the essential considerations for pre and post-retirement planning and the major factors late starters should consider. Jesse is founder of the award winning 'The Best Interest' blog and podcast. He left a career as a mechanical and aerospace engineer to work with clients at a fiduciary, fee-only financial planning firm. Now, he uses those valuable engineering skills to simplify the most complex financial topics into fun explanations for his clients and his audience.
šConnect with us
Buy CUtFI a coffee
Record a message for CUtFI
Thank you to our sponsors:
Boomer Benefits: The nation's leading family-owned Medicare brokers
DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off
Resources mentioned on the show:
š Best Interest Blog
Best Interest Podcast
Blog Post: The Market Reacts to An Assassination Attempt
Blog Post: It's Not Too Late: 6 Finance Tips for Older Beginners
Blog Post: NVIDIA's Day in the Sun(flower)
Social Security Made Simple | Mike Piper | 054
Open Social Security calculator
Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

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