Retire With Purpose - The Retirement Podcast cover image

541: Your 2026 Reset: The Best of the Retire With Purpose Podcast

Retire With Purpose - The Retirement Podcast

00:00

Funded Ratio Example: Stocks to Surplus

Casey reviews a historical example using a funded ratio threshold to move money into a surplus bucket.

Play episode from 13:53
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app