Retirement planning questions don’t always come neatly packaged, and sometimes the most valuable insights come from real-world scenarios. In this episode, Mitch digs into a handful of listener questions that highlight some of the most common (and important) decisions people face as retirement approaches.
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Rebalancing isn’t just about adjusting your portfolio- it’s about making smarter decisions that impact your taxes, income, and long-term retirement success. In this episode, Mitch Lyons explains why focusing on the process matters more than chasing performance, and how strategies like Roth conversions can dramatically change your financial outcome over time. You’ll also learn why some people delay planning out of fear, why others are overly confident, and how both can lead to costly mistakes.
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Markets go up, markets go down, but your portfolio doesn’t automatically adjust with them. Over time, strong market performance can push your investments into risk levels you never intended to take. That’s where rebalancing comes in. In this episode, Mitch breaks down what rebalancing means, when it matters most, and how it connects to bigger decisions.
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Inflation isn’t just a headline- it’s a long-term force that can quietly reshape your retirement. In this episode, the con-versation explores how rising costs impact everything from everyday spending to long-term income needs, and why what feels like “enough” today may fall short in the future. You’ll hear how advisors like Mitch factor inflation into retirement planning, stress-test different scenarios, and build income strategies designed to keep up over time.
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A lot of people head into retirement like it’s the fourth quarter with the wrong playbook, relying on old rules of thumb that may no longer apply. In this episode, Mitch uncovers some of the biggest retirement myths that can quietly kill your retirement. By understanding the real X’s and O’s, you can call better plays and build a strategy built to go the distance.
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Retirement is the ultimate fourth quarter, and the clock is always running. In this episode, Mitch draws powerful parallels between football and financial planning, unpacking two fears almost every retiree faces. Just like on Sundays, talent isn’t enough; you need a game plan. Just like in football, reacting isn’t enough. You need a clear plan before the pressure hits.
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Today, Mitch tackles the big questions that keep people up at night about retirement. Through real-world examples and simple analogies, he breaks down how to think about “having enough” in terms of monthly income rather than just a big number on a statement. If you’ve ever wondered where you stand and what actually drives long-term financial security, this episode provides a practical approach.
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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.
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Most people remember the Market Crash of 2008, but few truly understand what it still means for retirement today. In this episode, Mitch reflects on living through the financial crisis and why market crashes hit retirees differently once paychecks stop. What lessons did 2008 leave behind that still matter right now? Tune in to learn how to avoid repeating mistakes history keeps trying to teach.
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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.
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