Retirement Quick Tips with Ashley

Is a Phased Retirement Right For You? | Recap


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It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast

This week the theme was: Is a Phased Retirement Right For You? 

In case you missed any episodes, here’s what I covered in each episode this week:

  • WSJ: Part-Time Retirement Programs Are on the Rise
  • The Benefits of a Phased Retirement
  • Why You’re In Such High Demand
  • Using Your Crystallized Intelligence For A Happier Phased Retirement
  • Other Options When A Phased Retirement Won’t Work

The most important takeaway from this week is: Phased retirement is increasingly common, and with labor shortages across many industries, Americans who are planning to transition into retirement are in a much better negotiating position than predecessors to have the best of both worlds - continued work, income and benefits with a more flexible and relaxed pace of life. Deciding if a phased retirement is right for you is something that should be taken very seriously as you begin to make plans for your own timeline and transition into retirement. 

Tomorrow, come on back because we’re starting a brand new theme: Does it matter when you convert to a Roth IRA or 401k? 

With the stock market down for this year and talk of changing the rules around Roth conversions, there is a lot of interest right now in converting assets in a Traditional IRA or 401k to Roth. So next week I’ll talk about why it matters when you do it and how to determine if now is a good time to convert some of your retirement dollars to Roth. 

Thank you so much for listening this week! If this podcast is valuable for you, please share the show with a friend, a neighbor, your brother, or co-worker who is getting close to retirement. Just go to your favorite podcasting app, hit the share icon, then text or email the show link to someone you know who is eyeing retirement. 

Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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