Navigating the Transition to Retirement

07/03/2025 50 min
Navigating the Transition to Retirement

Listen "Navigating the Transition to Retirement"

Episode Synopsis

Alan explores the multifaceted aspects of retirement planning, focusing on the financial, emotional, and practical adjustments that come with this significant life transition.  He discusses the importance of replacing lost income, managing healthcare costs, and the necessity of maintaining a sense of purpose. The dialogue also delves into tax strategies, particularly Roth conversions, and the implications of starting a business in retirement, emphasizing the need for careful planning to ensure financial security and freedom. Reach Alan at 479-935-9767. Hackmann Wealth Partners www.hackmannwealth.com  See omnystudio.com/listener for privacy information.