What do a disrupted lacrosse schedule and retirement planning have in common?
Flexibility.
In this episode of Handcrafting Your Retirement, Brett Ramsey discusses the art of adapting retirement plans with Ken and Tami Maynard, long-time clients who’ve been on the journey to retirement with Brett’s guidance. The conversation provides listeners with insights into why having a personalized, adaptable plan is crucial as life throws its curveballs.
Brett chats with Ken, a dedicated family physician, and Tami, a vibrant stay-at-home mom involved in community activities. They unpack the complexities of retirement planning, including how Ken’s multiple work engagements and their age difference pose unique challenges.
They discuss:
- A travel story from New Jersey and how it highlights planning flexibility
- Ken and Tami’s story of adapting retirement plans
- Navigating complex decisions like Medicare and Social Security
- The importance of a methodical and personalized approach to retirement planning
- And more!
Connect with Brett Ramsey:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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