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:
- A sort of rough-draft plan for your own retirement planning — with adjustments then made as needed based on your personal circumstances, or
- 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!