In this episode of the Retirement Summit podcast, Shawn O'Keefe and Doug Turnbull discuss the importance of lifestyle retirement planning. They explore the various factors that influence retirement, including income sources, expenses, and lifestyle choices. Sean outlines the four peaks of retirement planning: retirement income, asset growth and protection, long-term care, and wealth transfer. The conversation also addresses the six stress points of retirement, including taxes, inflation, market volatility, and longevity, emphasizing the need for a comprehensive retirement plan.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
See omnystudio.com/listener for privacy information.
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