Investing Blog Roundup: “Cookie Cutter Retirement Plan” Presentation

As I mentioned a couple of weeks ago, I recently gave a presentation for the Detroit and Minnesota Bogleheads groups about the “Cookie-Cutter Retirement Plan” concept.

Here is the link to the Zoom recording.

The organizer accidentally forgot to start recording until a few minutes into the presentation. (She had a lot going on, as she was also in charge of admitting people into the meeting from the waiting room, as well as administering a poll regarding the makeup of the audience.) But none of the important information was cut off.

Essentially all you miss is me explaining that I hope you can use the material either as:

1. A sort of rough-draft plan for your own retirement planning — with adjustments then made as needed based on your personal circumstances, or
2. As material to draw from whenever friends or family ask for input about any of the topics covered.

Other Recommended Reading

• Here’s Why So Many People Intend to Die With Money in the Bank from Peter Coy
• The Problem With Optimizers from Amy Arnott (requires signing in with a free Morningstar account)
• When You Invest, Start with the Right Questions from Meg Bartelt
• Simple Investing is Good Investing from Meg Bartelt
• If You Play With FIRE, Don’t Get Burned from Nick Maggiulli
• Charitable Giving Strategies (Christine Benz interview of Ed Slott)
• UK Pension Reform Shows Some Promise from Kimberly Blanton

Thanks for reading!