On this episode of Golden Years, Mark discusses the complexities of transitioning into retirement, emphasizing the importance of finding purpose and identity beyond work. He highlights the phases of retirement, from initial celebration to potential disappointment, and stresses the need for proactive financial planning to safeguard against market downturns. The conversation also introduces the two-pocket strategy for managing finances in retirement, encouraging listeners to take control of their financial future and prepare for uncertainties.
Are You Ready to Embrace Your Golden Years?

Market Swings, Medicare, and Marriage in Retirement
16:16

What Most Retirement Plans Don’t Account For
18:28

The Clock on Social Security Is Ticking—Now What?
17:04