• The Three Phases of Retirement

  • Oct 10 2024
  • Length: 19 mins
  • Podcast

The Three Phases of Retirement

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  • Summary

  • When it comes to retirement, most of us think of it in two clear phases: pre-retirement and retirement itself. But what if we told you that it’s more nuanced than that? With people living longer, retirement can now span 30 years or more. That’s why it's essential to consider not just how you'll spend those years, but also the expenses that will come with them.

    Join us as we break down the three phases of retirement in today’s show: the Go-Go Years, the Slow-Go Years, and the No-Go Years.

    Here’s some of what we discuss in this episode:

    • How should you think about and plan for the Go-Go Years?
    • Settling into a retirement routine in the Slow-Go Years
    • Financial issues to consider in the No-Go Years
    • Working with a team who thinks about the big picture


    WAYS TO CONNECT:

    Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg

    Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.

    If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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