Mitch

Retirement today looks very different than it did a generation ago. Pensions are rare, Social Security alone isn’t enough, and the responsibility for income now rests squarely on your shoulders. In this episode, Mitch breaks down what retirement actually requires, not just in savings, but in structure.

Are you relying too heavily on the market to create retirement income? In this episode, Mitch continues the retirement pillars series, explaining why balance matters more than people expect.

Retirement planning doesn’t stop when the paychecks do, it changes shape. In this episode, Mitch continues the conversation around the core pillars of retirement and explains how priorities shift as you move from accumulation into distribution. A strong retirement isn’t built on one pillar alone; it’s built on how all of them work together.

Retirement planning isn’t about one strategy; it’s about balance. Today, Mitch break downs the four core pillars that support a well-structured retirement plan. You’ll also hear how a written plan and a focus on reliable income can help retirees feel more confident as they transition from saving to spending.

Get out your sharpest #2 pencil because it’s time for a pop quiz! Join us for a special episode as we dive into tax trivia with Mitch Lyons, exploring the surprising history behind America’s tax system. Discover fascinating facts and test your knowledge. Can you guess which state exempts centenarians from income tax, and the real inspiration behind Uncle Sam? Tune in to find out!

In Part 3 of our “Retirement House” series, Mitch explores the next steps in thinking about retirement through the house metaphor. The episode focuses on building a financial structure with a strong foundation of income, protective walls for long-term care and legacy considerations, and a roof that allows for growth through market exposure. Mitch also discusses the mental shift from saving to spending in retirement and how different strategies can provide structure and peace of mind.