More Than Half of Americans Want to Retire Gradually, Ep #339

Published: March 11, 2024, 8 a.m.

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We all want to retire, but have you considered how you would like to transition to retirement?

This week\\u2019s retirement headline article shares some interesting statistics on phased retirements: who is thinking about them, who is utilizing them, and what people think about them.

Listen in to learn the findings. Then stick around for our listener question surrounding stock positions, diversification, and taxes.\\xa0

Outline of This Episode

  • [1:42] Exploring the idea of a phased retirement
  • [7:12] Can a phased retirement allow you to have your cake and eat it too?
  • [11:38] A book update
  • [13:10] Weighing risk vs tax consequences

Resources & People Mentioned

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