On this week’s episode, Steve Shyman and Tom Hegna discuss essential strategies for retirement planning, emphasizing the importance of guaranteed income, maximizing social security benefits, and the psychological aspects of spending in retirement. Hegna shares insights from his books, highlighting the need for a solid financial plan and the benefits of annuities. The discussion also touches on the concept of hybrid retirement, where individuals can balance work and leisure, and the importance of having a financial advisor to navigate retirement complexities.
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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

Creating Financial Sanity in an Uncertain World and Client Circle Guest Phyllis & Walter
51:52

The World is Uncertain, But You Don't have to be, and Client Circle Guest Mary
52:11

Should I Work Part-time in Retirement? And Client Circle Guest Victor
51:39