Jamie Bosse

speaker

305 appearances 1 recordings 1 series first heard Jul 2025 last heard Jul 2025

Jamie Bosse’s voice in public audio — every appearance, attributed to the second.

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It's expensive to pay for daycare.

They're saving for college education for the kids.

They might still be paying off their own college at the same time.

They're trying to save for retirement.

They're trying to do fun things today, go on vacations or maybe upgrade their house.

And so helping them build a plan around what are all these things you're trying to do?

How do we prioritize those and how do we make it that we can accomplish these things eventually?

So that's one group that I work with a lot.

Another group is those kind of in the retiree space or getting close to retirement.

And that space is just complicated because you're going from making money and earning money and saving money to now spending what you've built.

And that, for one, is a real mental mind shift, for sure.

But then also there's so many logistics, right?

So how and when do you file for Social Security?

How does Medicare work with your health planning?

Where do you pull the money from?

Do you pull it from your Roth IRA?

Do you pull it from your brokerage account?

Do you pull it from your 401k?

Do you need to roll your 401k into an IRA?

So just like helping them navigate how life looks in that chapter of, OK, now we're spending what we've built.

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