Welcome to a new week here on the Retirement Quick Tips podcast. I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor, and I started this podcast because I love helping people just like you gain clarity and make a plan for the retirement you envision.
The theme this week on the podcast is: Is a Phased Retirement Right For You?
Actually, he just opted for a phased retirement instead. He could work the hours and schedule he wanted without any of the headaches of running a practice or managing employees.
I recently came across an article in the WSJ that talks about this concept of a phased or semi-retirement in detail, so since I seem to be coming across this more and more in the real world with clients, I thought it was fitting to do a deeper dive on this topic in this week’s podcast.
So this week, we’ll talk about this WSJ article to help you explore the idea of a phased retirement and whether it might be right for you.
I hope what I have to share with you this week will help you make smart and thoughtful decisions with your retirement, and your family’s safety. And while I am careful to not lead you astray, personal finance is not an exact science. There is no one-size-fits-all solution for everyone, so I encourage you to disregard anything I say that may not be helpful for you, and to consult your own financial, tax, and legal advisors regarding your own individual situation.
That’s it for today. Thanks for listening! My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance