Retire In Texas

Define the Date and Take the Next Step


Listen Later

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, unpacks one of the most common phrases he hears from clients: "I'll retire in five years." But what does that really mean - and what's holding people back from following through?

With stories drawn from real-life experience, Darryl explores how this five-year mindset can become a psychological trap, one that offers comfort without commitment. From the emotional side of financial planning to the real-life consequences of delay, this episode is a call to clarity and action.

Key highlights of the episode include:

  • Why "five years from now" is often more of a coping mechanism than a plan.
  • Why defining your retirement date matters, and how to actually do it.
  • Small but powerful first steps that move your plan forward (like healthcare and Social Security strategy).
  • Why simplifying your life may be the smartest financial move you make.

Whether you're five years out from retirement - or have been saying that for the last decade - this episode offers thoughtful insights to help you stop waiting and start planning.

For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com.

Like what you heard? Share this episode with a friend!

...more
View all episodesView all episodes
Download on the App Store

Retire In TexasBy Darryl Lyons

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

33 ratings


More shows like Retire In Texas

View all
The WallBuilders Show by Tim Barton, David Barton & Rick Green

The WallBuilders Show

2,188 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,413 Listeners

Ramsey Everyday Millionaires by Ramsey Network

Ramsey Everyday Millionaires

3,680 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,466 Listeners

The World and Everything In It by WORLD Radio

The World and Everything In It

7,122 Listeners

The Dividend Cafe by The Bahnsen Group

The Dividend Cafe

582 Listeners

Up First from NPR by NPR

Up First from NPR

56,740 Listeners

Frugal Friends Podcast by Jen Smith & Jill Sirianni | Backyard Ventures

Frugal Friends Podcast

1,239 Listeners

The Charlie Kirk Show by Charlie Kirk

The Charlie Kirk Show

66,827 Listeners

Verdict with Ted Cruz by Premiere Networks

Verdict with Ted Cruz

44,004 Listeners

The Pour Over by The Pour Over

The Pour Over

4,316 Listeners