Retirement isn’t about hitting a magic number- it’s about building a fulfilling next chapter and creating a life you truly enjoy. In this episode, Ben and Kaitlin share the common themes they’ve noticed among people who thrive after leaving the workforce. From disciplined budgeting habits to seeking guidance on taxes and distributions, they unpack what really drives a fulfilling retirement and why it looks different for everyone.
Here’s some of what we discuss in this episode:
💰 Budget discipline translates into retirement success
🏖️ Having a post-retirement game plan eases the transition
👥 Retirement impacts social circles and identity
📊 Planning cash flow and taxes avoids future pitfalls
🗺️ Common themes of retirees who retired successfully
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