To retire or not to retire, that is the question. People think about retirement most of their working lives. Not always on a financial basis, but rather just a “I can’t wait to quit working” basis. But is that really how we should be thinking about it?

 

-Content Level: Advanced-

In this episode, Dallas interviews Larry about the financial concerns around retirement. Larry is a retiree who planned for retirement essentially from day one of his adult life, but has nonetheless been surprised by a few nuances that have thrown a small wrench in the plans.

 

In the episode, we touch on:

-Strategy for preparing for retirement

-How things change financially once you transition into retirement

-Social Security, IRA’s, and 401(k)’s

-Surprises that can catch you off guard in retirement

-Key recommendations for people still early on in their career

-Questioning the traditional model of retirement