What if the retirement date you’ve been assuming for years is much closer than you think? Dan Groben and Phil Menard share a real-life case of a saver who expected to work until age 70, only to discover a different path after building a detailed retirement income strategy. The conversation explores retirement income planning, replacing pensions, Roth conversions, tax efficiency, longevity risk, long-term care concerns, and how structured planning can change the way retirees view their future.

Connect with Dan & Phil at Servant Advisors Group

What if the retirement date you&rsquo;ve been assuming for years is much closer than you think? Dan Groben and Phil Menard share a real-life case of a saver who expected to work until age 70, only to discover a different path after building a detailed retirement income strategy. The conversation explores retirement income planning, replacing pensions, Roth conversions, tax efficiency, longevity risk, long-term care concerns, and how structured planning can change the way retirees view their future.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.”

With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the “Retirement Results Podcast” is your next must-hear show. Listen and subscribe today!

Struggling to get the facts about your retirement plan? Do you need a source that doesn&rsquo;t beat around the bush? Find the results you need with the &ldquo;Retirement Results Podcast.&rdquo;
With the &ldquo;Retirement Results Podcast,&rdquo; hosted by Dan Groben and Phil Menard of Servant Advisors Group, you&rsquo;ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the &ldquo;Retirement Results Podcast&rdquo; is your next must-hear show. Listen and subscribe today!

Retirement Results Podcast

You May Be Able to Retire Sooner Than You Think

What happens when your paycheck stops, but the bills keep coming? Dan Groben and Phil Menard discuss the role of guaranteed income in retirement and why relying solely on market investments can create unnecessary stress. They explore how Social Security, pensions, annuities, and other income sources fit into a retirement strategy, why volatility affects retirees differently, and how building a predictable income foundation may help cover essential expenses. The conversation also highlights real-world examples of retirees seeking greater confidence and stability after leaving the workforce.

Connect with Dan & Phil at Servant Advisors Group

What happens when your paycheck stops, but the bills keep coming? Dan Groben and Phil Menard discuss the role of guaranteed income in retirement and why relying solely on market investments can create unnecessary stress. They explore how Social Security, pensions, annuities, and other income sources fit into a retirement strategy, why volatility affects retirees differently, and how building a predictable income foundation may help cover essential expenses. The conversation also highlights real-world examples of retirees seeking greater confidence and stability after leaving the workforce.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Could Your Retirement Survive on Stocks Alone?

What if the biggest thing standing between you and retirement isn’t your savings, but your uncertainty? Dan Groben and Phil Menard discuss why many Americans plan to work longer, even when they may already be financially prepared to retire. Using real client experiences, they explore the value of stress testing a retirement plan, preparing for potential Social Security changes, and understanding both the financial and emotional sides of leaving the workforce. The conversation highlights how retirement readiness is about more than numbers and why confidence often comes from knowing where you stand.

Connect with Dan & Phil at Servant Advisors Group

What if the biggest thing standing between you and retirement isn&rsquo;t your savings, but your uncertainty? Dan Groben and Phil Menard discuss why many Americans plan to work longer, even when they may already be financially prepared to retire. Using real client experiences, they explore the value of stress testing a retirement plan, preparing for potential Social Security changes, and understanding both the financial and emotional sides of leaving the workforce. The conversation highlights how retirement readiness is about more than numbers and why confidence often comes from knowing where you stand.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

The Retirement Question No Spreadsheet Can Answer

What if playing it safe in retirement creates a risk of its own? In this episode, Dan Groben and Phil Menard discuss Warren Buffett’s massive move to cash and what it reveals about balancing risk, income, and long-term retirement goals. They explore the dangers of sitting on too much cash, the impact of inflation, the role of guaranteed income, and why a retirement plan should be built to withstand market downturns. The conversation also highlights how thoughtful income planning can help retirees maintain their lifestyle while staying prepared for life's unexpected twists.

Connect with Dan & Phil at Servant Advisors Group

What if playing it safe in retirement creates a risk of its own? In this episode, Dan Groben and Phil Menard discuss Warren Buffett&rsquo;s massive move to cash and what it reveals about balancing risk, income, and long-term retirement goals. They explore the dangers of sitting on too much cash, the impact of inflation, the role of guaranteed income, and why a retirement plan should be built to withstand market downturns. The conversation also highlights how thoughtful income planning can help retirees maintain their lifestyle while staying prepared for life's unexpected twists.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

You May Be Able to Retire Sooner Than You Think

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