Ep. 61: Benefits of ‘Working’ in Retirement (w/ Roberto Fortuna)

PFR Nation,

I am very excited to have one of our very own, Roberto Fortuna, on to the show this week!  We are going to discuss the benefits of ‘Working’ in retirement.  But, when we say ‘Working’ we just mean having purpose in retirement.  Whether that is part time work, volunteering, starting a consulting business, or just being Grammy and Grandpa!  Whatever it is that is going to give you purpose in retirement, you should do more of!  

For those of you who don’t know, Roberto joined my financial planning firm last May.  Yes, I do this for a living and I’m not a ‘professional podcaster!  Roberto is a big part of our financial planning process, but he’s also a retired firefighter!  Yes, he’s the youngest looking retiree in America, I know.
Anyhow, I thought he could bring a unique perspective to this topic, plus I always enjoy my chats with Roberto and thought you would enjoy his cool,
calm and collected perspective on retirement, his journey to find purpose, taxes, and of course a fun story about how we joined forces.  

I hope you all find value in this one.  If you do, make sure to give our show a follow and leave that 5-star review.  It helps “pump the algorithm” in our
favor so we can reach and impact more people.  

Also, make sure to check out our YouTube channel as we post the video form of our podcast in addition to weekly videos on retirement related topics.
We’ll link it in the notes below.  We’ll be seeing you every week on the PFR Podcast very soon!  😊 

-Kevin 

Resources mentioned:

  • Questions for a Purposeful and Successful Retirement

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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.