In this episode, financial advisors and retirement planners Jim and Casey discuss the four stages of retirement: pre-retirement, go-go years, slow-go years, and no-go years. They emphasize the importance of planning for each stage to ensure a fulfilling and financially secure retirement. The hosts break down key strategies such as maximizing contributions, tax planning, debt reduction, and planning for healthcare needs. They also discuss the emotional aspects of retirement and the need for community and purpose. As a bonus, the episode touches on the surprising statistic that 60% of retirees wish they had a side gig for mental stimulation.


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00:00 Introduction to Retirement Stages
01:56 Understanding the Four Key Stages of Retirement
02:03 Side Gigs in Retirement
02:20 Personal Stories and Insights
07:06 The Pre-Retirement Stage
09:16 The Go-Go Years
15:44 Dreaming Big in Retirement
16:45 The Go-Go Years: Frontloading Retirement Expenses
17:20 The Slow-Go Years: Simplifying Life
18:30 The No-Go Years: Long-Term Care Planning
20:17 Real-Life Transitions and Flexibility in Retirement
23:28 The Importance of Financial Advisors
26:47 Finding Purpose and Community in Retirement
29:49 Conclusion and Final Thoughts

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