March 13, 2024

29. When It Makes Sense to STOP Saving for Retirement

In this episode, I walk through why sometimes it make make sense to slow down or stop saving for "retirement" entirely. I walk through an example using numbers and tools to show why having too much money someday can be a problem and is not optimal for most families.

Time Stamps:

  • 00:00-01:51: Intro
  • 01:51—05:40: Situations When This Makes sense
  • 05:40-09:33: An Example Scenario
  • 09:33-12:29: Incorporating Potential Estate Taxes Into Retirement Savings
  • 12:29-14:45: Wrap Up


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