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Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105

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Manage episode 449368362 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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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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:

🌐 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.

  continue reading

145 episodes

Artwork
iconShare
 
Manage episode 449368362 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

🔗Connect 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:

🌐 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.

  continue reading

145 episodes

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