Here’s what we discuss in this episode:
💸 Running Out: Test whether retirement income can last
🧾 Tax Angst: Structure withdrawals for greater tax efficiency
🏥 Long-Term Care: Prepare for possible future care costs
💵 Leaving Paychecks: Replace workplace income with a plan
📉 Market Anxiety: Stress-test retirement against poor returns
✅ Start Talking: Address concerns before retirement begins
When it comes to financial planning, everybody has something that bothers them. Today, Ryan’s walking through some of the most common pain points we see and the real conversations that happen around them. Nobody walks into retirement without at least one of these on their mind. The good news is that most of them have real answers. And all of them are worth talking about. If any of these hits close to home, that’s exactly where our conversation should start.
Go Inside the Episode
0:00 – Intro
1:25 – Running Out of Money
4:46 – Taxes
6:51 – Long-Term Care (Nursing Home)
8:47 – Walking Away from Regular Paychecks
11:05 – Market Crash Anxiety