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İçerik Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Unpacking Retirement Planning Strategies | Kevin Lyles | 061

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Manage episode 402720756 series 3446314
İçerik Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Kevin Lyles, a retired lawyer turned retirement guru and coach, joins Becky and guest co-host Mark Trautman to discuss several aspects of planning for retirement, both financial and non-financial. Kevin talks about the difference between retirement planning and financial advice during the accumulation phase. He advises on how to navigate Social Security and Medicare, and emphasizes the importance of financial resilience in retirement. Kevin explains the significance of replacing the structure and fulfillment you get from work through relationships, a sense of usefulness, and financial security as you transition to retirement. Kevin, Becky, and Mark also chat about lifelong learning, lifestyle adjustments, and how to find a sense of meaning and purpose in retirement.

🔗 Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

Nectarine: Advice-Only Financial Advisors

Resources mentioned on the show:

The Wealthy Barber: Everyone's Commonsense Guide to Becoming Financially Independent

The Millionaire Next Door: The Surprising Secrets of America's Wealthy

Mark's Money Mind

EconoMe

Rock Retirement Club

Retirement Researcher Academy

Social Security Made Simple | Mike Piper | 054

Sequence Risk

Ramit Sethi

Retirement Coaches Association

kevinlyles@rockretirementclub.com

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

  continue reading

103 bölüm

Artwork
iconPaylaş
 
Manage episode 402720756 series 3446314
İçerik Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Kevin Lyles, a retired lawyer turned retirement guru and coach, joins Becky and guest co-host Mark Trautman to discuss several aspects of planning for retirement, both financial and non-financial. Kevin talks about the difference between retirement planning and financial advice during the accumulation phase. He advises on how to navigate Social Security and Medicare, and emphasizes the importance of financial resilience in retirement. Kevin explains the significance of replacing the structure and fulfillment you get from work through relationships, a sense of usefulness, and financial security as you transition to retirement. Kevin, Becky, and Mark also chat about lifelong learning, lifestyle adjustments, and how to find a sense of meaning and purpose in retirement.

🔗 Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

Nectarine: Advice-Only Financial Advisors

Resources mentioned on the show:

The Wealthy Barber: Everyone's Commonsense Guide to Becoming Financially Independent

The Millionaire Next Door: The Surprising Secrets of America's Wealthy

Mark's Money Mind

EconoMe

Rock Retirement Club

Retirement Researcher Academy

Social Security Made Simple | Mike Piper | 054

Sequence Risk

Ramit Sethi

Retirement Coaches Association

kevinlyles@rockretirementclub.com

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

  continue reading

103 bölüm

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