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S3 E7: Can I Retire? And Other Big Questions
In this Q&A-style episode of The Retireable Podcast, Mike Wallace and John Sauger tackle some of the most common and important questions they hear from pre-retirees and retirees. From “When can I retire?” to “What am I missing?”, they dive into both the financial and emotional sides of retirement planning.
Topics include:
• Preparing five years out from retirement
• Why a written income and tax plan matters
• Overlooked risks like the widow’s tax penalty
• Planning for survivor income and lifestyle clarity
They also share examples and explain why having a trusted team can make all the difference. If you’re thinking about retirement—or already in it—this episode is packed with insights to help you move forward with confidence.
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By Financial Services of AmericaIn this Q&A-style episode of The Retireable Podcast, Mike Wallace and John Sauger tackle some of the most common and important questions they hear from pre-retirees and retirees. From “When can I retire?” to “What am I missing?”, they dive into both the financial and emotional sides of retirement planning.
Topics include:
• Preparing five years out from retirement
• Why a written income and tax plan matters
• Overlooked risks like the widow’s tax penalty
• Planning for survivor income and lifestyle clarity
They also share examples and explain why having a trusted team can make all the difference. If you’re thinking about retirement—or already in it—this episode is packed with insights to help you move forward with confidence.