Retirement With/On Purpose

Trevor introduces a new format by interviewing retired North Carolina clerk of court Susan Hicks to explore the emotional and practical transitions of life after work. Susan shares firsthand insights on the challenge of shifting from a rigid career schedule to managing an open slate of retirement time, emphasizing that finding purpose can come from simple, flexible daily goals and community service rather than a job title. Transitioning to technical planning, Trevor revisits recent financial data to break down personal inflation rates versus the standard Consumer Price Index (CPI), guiding listeners through three crucial questions regarding spending habits, inflation-adjusted income sources like Social Security, and how early-retirement price spikes compound sequence of returns risk.

References: https://www.morningstar.com/retirement/how-much-should-retirees-worry-about-inflation

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.

What is Retirement With/On Purpose?

A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet.

*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.