In this episode, Amanda Stilwell sits down with Jack Withey, a recent retiree, to discuss the emotional and practical journey from a long career into life after work. Jack shares his experience of working for 45 years, managing his own investments, and the challenges he faced when transitioning from accumulation to distribution in retirement.
Together, they dive into topics like Medicare, Social Security, required minimum distributions, and creating an income plan for peace of mind. Jack opens up about the anxieties that come with letting go of a regular paycheck, the importance of finding the right financial advisor, and the joy and freedom he’s now experiencing in retirement. Whether you’re just beginning to think about retirement or already planning your next steps, this conversation is filled with honest insights and practical advice to help you navigate your own next chapter with confidence and clarity.
Care Conversations with Clarity is a TV show and podcast hosted by Amanda Stilwell, founder and financial adviser at Clarity Financial Solutions. Designed to guide you through the complexities of retirement, this show blends expert education with real-life emotion, offering the tools you need to confidently navigate decisions about Medicare, long-term care, distribution planning, and more. Each episode dives deep into aspects of retirement planning, helping you protect your assets and create a fulfilling life beyond your working years. Join the conversation by sending in your questions and scenarios—this is your journey, and we're here to help you along the way.
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