Eric Kearney and Joseph Lanza discuss the multifaceted aspects of retirement, emphasizing the freedom it brings alongside the challenges of financial planning and identity shifts. They explore the importance of creating a sustainable income in retirement, the psychological adjustments required when transitioning from a working life, and the strategies for de-risking investment portfolios. Additionally, they delve into the nuances of Roth conversions as a strategic tax planning tool, highlighting the need for careful consideration and planning to maximize retirement savings. The conversation also touches on personal anecdotes and lessons learned from a Navy SEAL's inspiring story, reinforcing the idea that retirement should be an exciting phase of life. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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