Chris (caller)
Recent retiree calling the show to discuss retirement spending, Roth conversions, and asset allocation; primary participant in the episode's listener Q&A segment.
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Mar 17, 2026 • 21min
Moving From Saving to Spending
Chris, a recent retiree navigating the shift from saving to spending, calls in with questions about withdrawals, Roth conversions, and asset allocation. The conversation covers tax-smart conversion timing, using savings to pay conversion taxes, pension and Social Security timing, charitable giving via donor-advised funds, and simplifying accounts and fees. Practical choices and next steps are explored in short, actionable talk.
