• Chapter 4: The Phases of Retirement

  • Jun 25 2024
  • Length: 19 mins
  • Podcast

Chapter 4: The Phases of Retirement  By  cover art

Chapter 4: The Phases of Retirement

  • Summary

  • In this chapter, you'll gain valuable insights from Shawn regarding practical tips on maximizing retirement savings, the importance of optimizing Social Security benefits, and strategies for effective financial planning across different phases of retirement. So sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to financial wisdom.


    Shawn answers:

    • How can retirees effectively allocate their funds across the needs, wants, and wishes categories to ensure financial security and fulfillment during the Go-Go Years of retirement?
    • What strategies can retirees employ to balance funding their basic needs with fulfilling their wants and wishes during the initial phase of retirement, known as the Go-Go Years?
    • Why is the decision of when to begin taking Social Security benefits critical for retirees, and how does proper Social Security optimization contribute to a more secure retirement?
    • How does the concept of downsizing during the Slow-Go Years not only simplify retirees' lives but also potentially free up significant financial resources for their retirement?


    "Every situation is personal, just like every retirement plan is different." — Shawn Maloney


    Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement



    Contact Shawn:

    Website- https://www.retirewisepro.com/

    YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

    LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

    Instagram- https://www.instagram.com/retirewise_llc/

    Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

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