We cover the goals of the retirement podcast, upcoming content, and general format. Learn more about the hosts of this podcast and why they are passionate about financial planning.

The retirement period can be an amazing period in one's life. Although the word "retire" means "to withdraw", that is the last thing you want to do in retirement. We explore the well-being model as a framework to finding fulfillment in retirement.

What are the activities that lead to a fulfilling retirement? Hint: it's more than just relaxation and leisure. You can get there with the right planning and mindset.

Determining when and whether to retire involves knowing your number - what size of investment portfolio do you need to retire? The details matter. Will Drop 9.24.21!

We cover basic tax planning concepts and a high-level overview of select tax planning strategies leading up to retirement. Will drop 10.01.21!

Getting a paycheck in retirement is one of the biggest concerns retirees face. As retirees are now more (solely?) reliant on their portfolio to meet their spending needs, crafting the right asset allocation is critical. What's the best approach? Will drop 10.08.21