Ep 50: 50 Truths Retirees Wish They Knew Before Firing Their Boss

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!  Make sure to subscribe to give me a follow on social media and company newsletter below.  We’re also getting the YouTube side of things going and I’ll be posting one offs in bet

Connect with me here:

  • YouTube

  • Join My Company Newsletter

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? 
Click this link to fill out our Retirement Readiness Survey 

Or, visit my website

Kevin Lao

I am the founder of Imagine Financial Security. We are a Flat Fee, Fiduciary Financial Advisor based in Jacksonville, FL. We specialize in retirement planning for blended families, tax optimization and investment management. We can work with you locally in Jacksonville or St Augustine, as well as virtually anywhere in the United States.