Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement

Sep 29, 2023

Quick tips on letting go of financial stress in retirement.

Here are just a handful of the things that we'll discuss:

  1. Take intermittent steps into retirement. Go part-time, then retire.
  2. Work with a financial planner that will look holistically at your income and assets.
  3. If you don’t have a pension, be sure you have a strategy for taking Social Security. That may include taking it early or waiting until after FRA.
  4. Have your adviser run different scenarios so you can see the difference with taxes, income and how your assets are used.


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