Avoiding Retirement Pitfalls

Jay discusses the common mistakes that baby boomers make regarding retirement planning. He emphasizes the importance of understanding social security as a supplemental income, the necessity of catch-up contributions, and the significant impact of healthcare costs. The discussion also covers the nee…

Achieving Financial Independence

Jay explores the multifaceted concept of financial independence, emphasizing that it encompasses more than just wealth accumulation.  He discusses the importance of financial literacy, the psychological aspects of retirement planning, and the necessity of having a customized plan that addresses ind…

The Rhythm of the New Retirement

Jay discusses the importance of redefining retirement as a time for purpose and joy rather than slowing down. He emphasizes the need for financial freedom through diversification and creating multiple income streams. The conversation also highlights the significance of having a written financial pl…

Retirement Savings Habits to Avoid

Regarding retirement savings, Jay covers six things that can trip you up and how to avoid them.  He also walks through key factors to consider from financial readiness to your desired lifestyle in retirement and then moves into a discussion on estate planning including wills and revocable trusts. …

Rethinking Retirement: The New Norm

Jay explores the evolving landscape of retirement, emphasizing the shift from traditional relaxation to active engagement through social connections, volunteering, and community involvement.  He highlights the importance of planning for longevity, developing income strategies, and understanding Soc…

Understanding Stealth Wealth

Jay explores the concept of 'stealth wealth' and the mindset of financially successful retirees who prioritize freedom over flashy displays of wealth.  He discusses the importance of strategic spending, budgeting, and the psychological influences on spending habits, especially in retirement. The co…

Simplifying Retirement: A Step-by-Step Approach

Jay Dorso focuses on the complexities of retirement planning and emphasizes the importance of simplifying the process. Jay discusses how aligning retirement plans with one's life and values can make the planning process more manageable. He highlights the necessity of taking it step by step and ackn…

The Art of Enjoying Retirement

In this episode, Jay Dorso discusses the importance of having a structured spending plan for retirement, emphasizing the need for flexibility and simplicity in financial planning. He addresses common concerns about spending guilt and the emotional aspects of retirement finances. The conversation al…

Mastering Retirement: The Five Essential Pillars

Jay discusses the five essential pillars of retirement planning: income, investment, taxes, healthcare, and estate planning. He emphasizes the importance of guarantees in retirement income, the need for strategic tax planning, and the adjustments required in investment strategies as one approaches …

Navigating Life's Uncertainties: The Importance of Planning

Jay emphasizes the importance of proactive planning for life's uncertainties, particularly in financial contexts.  He highlights the inevitability of life changes and market fluctuations, urging listeners to prepare in advance rather than reactively. The discussion also warns against the pitfalls o…