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NoBondsCast
The Three Stages of Retirement Planning

Host: Ben Beck, CFP®, Chief Investment Officer and Co-Managing Partner and Jim Bode, Managing Partner 
Guests: Meg Curry, CFP® - Director of Financial Planning

Building Your Financial Future: From First Job to Freedom 

The path to retirement isn't a single decision but a journey through distinct financial life stages. 

Understanding how to navigate each phase is critical to answering the ultimate question: "Will I have enough in retirement?" 

In this episode, Ben and Jim are joined by Meg Curry for an illuminating conversation about the three key stages of retirement planning. 

Here's what they cover: 

  • Early Career Foundation - Why starting small still creates massive results, the power of employer matches, and how habits formed in your 20s can set the course for your financial future 
  • Peak Earning Years - Maximizing contributions, smart strategies for married couples that many overlook, and balancing current lifestyle with future needs 
  • Retirement Transition - Creating your own reliable paycheck, special catch-up provisions to boost your savings, and reframing your financial mindset as you shift from accumulation to distribution 

Whether you're just beginning your career or preparing to enjoy the fruits of your labor, this episode offers stage-specific insights to help you build confidence in your retirement journey. 

Watch the replay below to understand where you are on the path to financial freedom and what steps to take next. 

Additional Resources

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The Effects of Inflation

Inflation isn't only a concern for those living paycheck to paycheck. Retirement income planning requires ignoring those who say inflation doesn't matter.

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The Importance of Staying Financially Fit

Explore the importance of prioritizing your financial fitness early on so that you can maintain your independence in retirement.

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Copyright © 2025 Beck Bode, LLC

Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.