New Episode Money Mindset Mastery |
 |
Why people with enough money still worry about retiring"I've done well with my money — so why don't I feel ready to retire?" We hear it every week. In this episode, Denis Bisson, Eric Petersen, Jim Lao and Ryan Genoe unpack why the math can look clean while the feeling stays messy — and why retirement isn't a number you hit, it's a system you build. |
Inside the episode 1. The missing plan. Most people chase a lump sum instead of knowing the spending it has to support. 2. Sequence-of-returns risk. A market drop in your first years of withdrawals can do far more damage than you'd expect. 3. Surprise costs. Health shocks, tuition, and a child's down payment — run the scenario before you say yes. |
|
Catch it your way |
🎧 Listen The full podcast conversation |
| ▶️ Watch See the hosts on YouTube |
| 📖 Read Key takeaways on the blog |
|
|
Questions to answer before you retire ✔ When could my earned income realistically stop? ✔ Which income sources start automatically — and when? ✔ How will I avoid selling growth assets in a downturn? ✔ How much can I safely commit to my kids? |
Want a second opinion on your retirement plan? Whether you're DIY or with a bank, we're happy to take a look. Just reply to this email to start the conversation. |
|
This content is for educational purposes only and is not individual financial, tax or legal advice. |