🔧 Build a Sturdier Financial Future. Book Your Consultation: https://mitchlyonswealth.com/retirement-consultation/
Many retirees spend years focusing on building a nest egg, only to discover that retirement is about much more than reaching a specific number. In this mailbag episode, Mitch answers listener questions about retirement income, emergency funds, Roth conversions, Social Security decisions, and the critical “retirement red zone” that occurs in the years leading up to retirement. Mitch also explains his simple three-bucket retirement strategy and why creating dependable income may be the key to greater confidence and peace of mind throughout retirement.
Here’s some of what we discuss in this episode:
💰 Why retirement income matters more than a target account balance
🪣 The three-bucket retirement strategy
🔄 Roth conversion considerations and common mistakes
🏥 Medicare and Social Security decisions that impact retirement
🚨 What makes the five-year “retirement red zone” so important
🏦 Emergency fund vs. retirement contributions: which should come first?
Resources
Our website: https://mitchlyonswealth.com/
Phone: 866-857-8335
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Check out our movie: https://mitchlyonswealth.com/#theRetirementMovie
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