Ep 14: Climbing the Retirement Mountain + Michael’s Ultimate Retirement Mixtape

Wealth & Wisdom with Michael Loftus

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down. We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirement journey. Join us as we gear up with some smart strategies and insights, making sure you reach the top and enjoy the view.

Plus, Michael reaches back to his days as a DJ to put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey. From setting financial goals to finding purpose in your golden years, this playlist sets the stage for important discussions about crafting your dream retirement.

And finally, we’ll tackle a few financial questions from listeners to close out the show.

Here’s some of what we discuss in this episode:

• We’ll talk about how retirement planning is much like climbing a mountain and we’ll make the comparisons to each leg of the journey.
• Michael will put together his Ultimate Retirement Planning Mixtape.
• Is a short-term loan a good option for a down payment on a home?
• Is it worth selling one of your two homes to get into retirement sooner?
• Is a 6% withdrawal rate in retirement too much?

LEARN MORE:

Recent educational videos on YouTube: https://bit.ly/3CMiRbt
Schedule a meeting with Michael: https://lwsde.com/schedule-a-meeting/
Visit Michael's website for more resources: https://lwsde.com/
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