Build a Sturdier Financial Future. Book Your Consultation: https://mitchlyonswealth.com/retirement-consultation/

Mitch takes listener questions head-on in this Retirement Mailbag episode. Using a coach’s mindset, he breaks down the planning challenges people face at different stages of retirement, including long-term care, retirement income, and managing risks like market volatility, taxes, and healthcare costs. Tune in for a practical look at some key pieces a well-built retirement plan should account for!

Here’s some of what we discuss in this episode:

Long-Term Care: planning for future healthcare expenses

Risk Management: balancing growth, protection, and peace of mind

Savings Concerns: understanding whether you’re on track

Planning Checklist: creating a clear, repeatable financial framework

0:00 – Intro

1:27 – Question #1: Nursing Home/Long-term Care Expenses

5:11 – Question #2: Retirement Risk Management

7:10 – Question #3: Retirement Savings

10:01 – Question #4: Financial Checklist

Resources

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