Roadmap to Retirement | Retirement Your Way Ep 4 скачать в хорошем качестве

Roadmap to Retirement | Retirement Your Way Ep 4

What does your retirement destination really look like—and do you have a roadmap to get there? In this episode of Retirement Your Way, host Debbi Marcum of Retirement Solutions Group and co-host Jaclyn Gladhill explore why retirement planning is about far more than just numbers. Debbi shares powerful insights on creating a personalized roadmap for retirement by asking the right questions: What activities will give you purpose? Who will you spend your time with? Where do you want to live? How will health, taxes, Social Security, and unexpected life changes impact your plans? Through relatable stories—including Debbi’s own experience of redefining retirement after major life changes—this episode highlights the importance of adaptability, routine, community involvement, and having a trusted financial advisor to guide you through detours along the way Timestamps: 00:00 - Introduction and winter weather conversation 03:16 - Why a roadmap to retirement matters 03:49 - Defining what you want retirement to look like 04:49 - Debbi’s personal retirement experience and career shift 05:49 - Finding purpose in retirement 07:29 - Activities to plan for in retirement 08:33 - Keeping your brain active and planning financially 09:27 - The role of a financial advisor in retirement planning 10:46 - Relationships and social life after retirement 12:03 - Community involvement, volunteering, and second careers 12:50 - Health, healthcare costs, and retirement planning 13:14 - How working in retirement affects taxes and Social Security 14:40 - Travel, relocation, and downsizing considerations 15:52 - Health, fitness, and long-term benefits 16:20 - Legacy planning and making an impact 17:09 - Creating routines in retirement 18:01 - When retirement plans change due to life events 19:33 - Adapting your roadmap when life happens 20:48 - Financial advisors as regular check-ins 22:14 - Planning for longevity and financial security 23:55 - Final thoughts on choosing joy in retirement 24:30 - How to contact Retirement Solutions Group 📞 Have questions? Need advice? Contact Debbi Marcum at Retirement Solutions Group to set up a consultation today! 👉 Call us at 866-247-5695 👉 Visit us at www.retirementsolutionsgroup.com Don't forget to subscribe to our YouTube channel for more financial tips and insights! Let us know your thoughts on the topics discussed or give us any feedback to make the future episodes better! #FinancialPlanning #RetirementPlanning #WealthManagement #EstatePlanning #LegacyPlanning #FinancialAdvice #FinancialEducation #MoneyManagement #InvestmentStrategies #Trusts #Wills #Probate #FinancialAdvisor #Retirement #Taxes #Inheritance #IRA #LifeInsurance #FamilyLegacy #FinancialSecurity #FuturePlanning #retirement #retirementplanning #SocialSecurity #michigan #detroit #tennessee #RetirementSolutions #RSG #DebbiMarcum #RetirementYourWay