• Phasing Into Retirement With Semi-Retirement

  • May 3 2024
  • Length: 52 mins
  • Podcast

Phasing Into Retirement With Semi-Retirement

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  • Summary

  • The conversation discusses the concept of semi-retirement and working part-time in retirement. It explores the shift in retirement preferences for working Americans under 42, with many favoring a phased retirement or working part-time. The benefits of semi-retirement include pursuing passions, having financial freedom, and flexibility in work decisions. The conversation also touches on topics such as annuities, required minimum distributions (RMDs), Medicare premiums, and Roth conversions. He also highlights the need to have a retirement plan that will last for decades and the importance of consulting a financial advisor. Other topics covered include paying yourself first, setting retirement goals, closing the retirement income gap, downsizing, and building an emergency savings fund. The conversation also touches on healthcare costs in retirement and the option of converting to a Roth IRA. Troy invites listeners to attend retirement classes and offers a complimentary financial review.

    Reach out to Troy Trembley and the team at Tremblay Financial Services by calling 888-607-2677 or https://www.tremblayfinancial.com/



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