In this episode, Kyle and Jon walk us through the process of helping this couple determine their retirement income number, which is not just about accumulating a certain amount of assets, but also about understanding their current take-home pay, expenses, and how retirement will change their financial situation. They also discuss the importance of painting a picture of what retirement will look like, including big-ticket items like buying a second home or traveling. By the end of the episode, the couple is confident in their financial plan and ready to enjoy their retirement.



