Retirement doesn’t come with a universal playbook, but you can learn a lot from people who’ve already been through it. Gregg shares stories from real clients that reveal what quietly sets the most successful retirees apart. These aren’t surface-level tips, they’re patterns that show up again and again in the lives of people who’ve built the kind of retirement others only hope for.

The episode highlights three strategies that create a strong foundation: keeping cash accessible for both the unexpected and the inevitable, setting personal goals that matter to you (not just sound impressive), and staying regularly engaged with your financial picture over time. Together, they foster a sense of stability, clarity, and confidence that goes way beyond the numbers.

You will want to hear this episode if you are interested in...

• (00:00) Why retirement advice needs real stories.
• (05:10) Why your emergency fund isn't enough.
• (10:40) The power of specific retirement goals.
• (15:00) Staying financially engaged without obsessing.
• (16:40) Social Security clawbacks & tax law shifts.

Resources & People Mentioned

• 3 Steps to Retirement Planning
• Social Security Trustees Report

Connect With Gregg Gonzalez

• Email at: [email protected]
• Podcast: https://RetireStrongFA.com/Podcast
• Website: https://RetireStrongFA.com
• Follow Gregg on LinkedIn
• Follow Gregg on Facebook
• Follow Gregg on YouTube

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