Ep.#108: A Retirement Planning Framework with Jim Saulnier, CFP®

About this episode

The episode discusses the core building blocks of a sound retirement plan with a focus on secure income, unexpected expenses, and evolving spending habits.

In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by Jim Saulnier, CFP® to focus on the core building blocks of a sound retirement plan. They discuss the importance of secure income to cover basic needs, maintaining a buffer for unexpected health and long-term care expenses, and the idea of a “fun number.” The conversation also highlights how spending can evolve throughout retirement and why it often makes sense to prioritize enjoyment earlier on, when health and flexibility are at their peak. They also touch on the future of the financial planning profession and the growing impact of AI. Website: https://www.hiretirementshow.com Email Us: aloha@hiretirementshow.com

People in this episode

Host: Jason Cutitta, CFP®

Guest: Jim Saulnier, CFP®

Topics covered

• retirement planning
• financial security
• healthcare expenses
• spending in retirement
• financial planning profession
• impact of AI

Keywords

• retirement planning
• secure income
• health expenses
• fun number
• financial planning
• AI impact

Mentioned in this episode

Organizations: Hawaii Retirement Show

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