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Your Retirement Planning Simplified

Jun 30, 2022

Without the right planning in place, new retirees often find the financial aspect of the retirement transition to be somewhat daunting. Although we can plan for retirement for years, estimating actual cash flow needs can be pretty tricky. So, in this episode, I will be explaining how to figure out how much you will...


Jun 16, 2022

Many individuals want a retirement that is authentic to who they are, passion-driven, and filled with purpose. However, it takes a certain kind of mindset to achieve the motivation, tools, and community for someone who is retirement age to make this happen. Mind Switch helps individuals transition from their careers and...


Jun 2, 2022

The retirement income "buckets" approach generally involves dividing your short-term cash and long-term investments into different buckets. This way, regardless of the short-term performance of your investment portfolio, you can make planned withdrawals and regular payments from the buckets without feeling uncertain...


May 19, 2022

There are many uncertainties that make calculating retirement spending an educated guess at best - many of which we have covered in previous episodes. You want the flexibility to spend as much as you need in retirement, while also feeling secure enough in your funds that you know you won’t run out of money halfway...


May 5, 2022

Most traditional retirement plans in the past were created by making a projection that has taken into account assumptions around inflation, rates of return, and longevity and putting it all together to see if there is money left over to last you the remainder of your life. Although this is a good starting point, it...