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 Social Security options. The discussion also underscores the value of second opinions in financial planning, stress testing retirement plans, and budgeting effectively. Additionally, Jay addresses the complexities of navigating retirement decisions as a couple and the need for education in retirement planning.
Reach Jay at 800-351-8836.

Avoiding Retirement Pitfalls
51:48

Achieving Financial Independence
54:22

The Rhythm of the New Retirement
54:22