One common theme among retirees is the fear of spending money. When one has saved and saved for years to reach the retirement milestone, it can feel counter-intuitive to spend the money you so diligently accumulated. In this episode, Evan and Mark discuss budgeting before and through retirement and that with an income plan, you can use your funds to enjoy the golden years. Most people don’t want to take a pay cut in retirement and certainly don’t want to lessen their lifestyle when they have worked so hard to be able to enjoy it. Peace of mind is but one benefit of a comprehensive, holistic retirement plan.
Resources and Next Steps: Visit https://masterplanretire.com/ to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team.
People that have done a good job of preparing for retirement, that have saved, are typically not big spenders anyway. And so it’s almost like we have to give them permission to enjoy retirement and spend a little bit of money. I’m not saying go out and buy Ferraris and whatever, but definitely, you’ve worked a lot of years. And you kind of want to enjoy that.
– Evan Fricks
Comments