Retirement Answers

Retirement can be challenging... When should I take Social Security? How aggressively should I be investing? How can I manage my taxes? Where is my income going to come from?

These are the challenges that typically come up when planning for retirement. But as a financial planner who does retirement planning every day, I have found that one of the hardest parts of retirement is the mental side.

Most retirees are worried about spending too much money each month. This can steal your joy because of constant anxiety, and by not spending enough, you are cutting yourself short form the fulfilling retirement you dreamed of.

Today, I talk through this common struggle and provide 3 steps you can take to build your confidence in your income and spending plan in retirement.

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Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob.duke@appliedcapital.com

Submit your question here: jacob@retirementanswers.net
YouTube: https://www.youtube.com/@retirementanswers

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What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!