Building a retirement plan means balancing financial security with the life you want to live. Steve Chen sits down with fee-only fiduciary financial planner Jesse Cramer, host of Personal Finance for Long-Term Investors and writer behind The Best Interest, to explore both the numbers and the human side of retirement.

They discuss how Coast FIRE can create flexibility, why retirement requires more than a portfolio adjustment, and how stacking conservative assumptions can keep you working longer than necessary. Along the way, Jesse shares ways to think about retirement income, competing risks, and the trade-offs behind Roth conversions.

To learn more about the Boldin Planner, visit boldin.com. You can also find full video episodes of Boldin Your Money on YouTube and subscribe wherever you get your podcasts.

Find Jesse on Social:
Best Interest Blog: https://bestinterest.blog/
LinkedIn: https://www.linkedin.com/in/jesse-cramer-11b58155/
Newsletter: https://bestinterest.kit.com/
Rialto Wealth Management: https://rialtowealth.com/

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