Ep. 109: 50 Truths Retirees Wish They Knew Before Firing Their Boss (Rewind)

Do you ever wish you could get inside the minds of existing retirees to ask them what their experience has been?  Or, ask them what they wish they would have known before they quit their day job?  This episode is for you!

In this episode of the Planning for Retirement podcast, I’ll share 50 truths that retirees wish they knew before they quit their day jobs.  Some of these are straight from the horse’s mouth, some are my observations in serving retirees for more than a decade, and some are research-based that I uncovered during this process.  I’ll cover a range of topics including finding purpose in retirement, the misconception of retirement expenses going down, the importance of exercise and brain stimulation, the high costs of healthcare in retirement, tax traps, and much more. 

Thanks for tuning in! 

~Kevin  

Links Referenced in Episode:

  • ⁠⁠50 Truths Retirees Wish They Knew Before They Quit Their Day Job⁠
  • ⁠⁠Purpose and Successful Retirement Transition Questionnaire⁠⁠
  • ⁠Shocks and the Unexpected:  An Important Factor in Retirement⁠ 
  • ⁠The life expectancy of older couples and surviving spouses⁠ 
  • ⁠How to plan for rising healthcare costs⁠

⁠⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠ 

⁠⁠⁠⁠⁠⁠⁠⁠You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.

Connect with me here:

Or, ⁠⁠⁠⁠⁠⁠⁠⁠visit my website

This is for general education purposes only and should not be considered as tax, legal, or investment advice.

Kevin Lao

I am the owner and lead financial planner @ IFS. We are an independent firm specializing in retirement planning. I also host The Planning for Retirement Podcast and can be found on YouTube, Spotify, Apple Podcasts and other streaming services. I live in Chattanooga, TN with my wife, three boys and two rescue pups. I love to travel, play golf and smoke (and eat) meats.