A Secure Retirement: Mastering Pivot Planning

Retire In Texas

“Retirement is not the end of the road. It’s the beginning of the open highway.” In this week’s episode of Retire in Texas, CEO and co-founder of PAX Financial Group, Darryl Lyons, explains the innovative concept of pivot planning. The goal, to provide a flexible framework that helps retirees transition smoothly into their next chapter without feeling like their life’s value has diminished.

Key show highlights include:

*An explanation on how pivot planning was born from collaborative efforts among PAX’s Certified Financial Planners™.

*Analysis of the five buckets of pivot planning, including comfortable cash, emergency funds, and legacy investments.

*A discussion on the principles of behavioral finance and how they are integrated into pivot planning for a more personalized approach.

*Understanding the importance of a cash flow worksheet and how it helps retirees maintain financial stability.

*Valuable insights into how retirees can better organize their finances to navigate the complexities of retirement.

Retirement should not be looked at as the end of something, but rather as an exciting new beginning. Tune into this week’s episode to learn how you can pivot into a new chapter of your life with confidence and ease. Be sure to share with a friend, family member, or coworker!

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