In this episode, Mitch explains how retirement income can be structured around both essential expenses and the experiences you want to enjoy. Retirement planning is not just about reaching a certain savings number. The real question is not simply how much you have saved, but how much reliable income those savings can create.
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A retirement plan should not depend on everything going exactly right. Markets change. Tax rules shift. Healthcare expenses rise. Life takes unexpected turns. In part two of this series, Mitch explains how to create a retirement strategy with distinct roles for income, protection, and long-term growth, while maintaining enough flexibility to adjust as conditions change.
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A well-funded retirement can still be vulnerable if the plan behind it is incomplete. In part one of this two-part series, Mitch explains why reaching a certain account balance is only the beginning, and why the transition into retirement requires a different kind of preparation.
Read MoreFrom underdog to NFL legend, J.J. Birden joins Mitch Lyons on The Lyons Share to talk about his new book, Beat the Coverage: Six Strategic Steps to Win in Business and Life. J.J. spent his career proving people wrong. Undersized and overlooked, he turned an underdog mindset, relentless preparation, and consistent execution into a nine-year…
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Discover what real retirees are worried about behind the scenes of their financial lives. In this mailbag episode, Mitch responds to questions that reveal how emotional retirement decisions can become, even when the numbers appear straightforward.
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