In this episode, Jim and Casey discuss the four key stages of retirement: pre-retirement, go-go years, slow-go years, and no-go years. They emphasize the importance of planning for each stage to ensure a fulfilling and stress-free retirement. Topics covered include maximizing 401k contributions, tax planning, debt reduction, coordinating income strategies, and managing healthcare costs. The hosts also explore the benefits of having a side gig in retirement for mental stimulation and staying connected with the community. Tune in to learn how to plan well and retire happy.
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00:00 Introduction to Retirement Stages 01:56 Understanding the Four Key Stages of Retirement 02:03 Side Gigs in Retirement 02:20 Personal Stories and Insights 07:06 The Pre-Retirement Stage 09:16 The Go-Go Years 15:44 Dreaming Big in Retirement 16:45 The Go-Go Years: Frontloading Retirement Expenses 17:20 The Slow-Go Years: Simplifying Life 18:30 The No-Go Years: Long-Term Care Planning 20:17 Real-Life Transitions and Flexibility in Retirement 23:28 The Importance of Financial Advisors 26:47 Finding Purpose and Community in Retirement 29:49 Conclusion and Final Thoughts Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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