Retirement Planning: Understanding The Retirement Life Cycle FromGo-Go, to Slow-Go, to No-Go Years

Retirement Planning: A great place to start when you are thinking about retiring is in understanding the retirement life cycle. In this episode, Jessica addresses what it means to go through that cycle with the Go-Go Years, the No-Go years, and the Slow-Go Years. Understanding this cycle will help you understand how to structure your distribution strategy and to generate the income you need throughout your retirement. 00:00 Introduction 00:55 Retirement Life Cycle 01:05 The Accumulation Years before Retirement 01:23 The Impact of Earned Income on Standing the Market Ups and Downs 02:12 Drawing the Line in the Sand and Retiring 02:25 Entering the Distribution Phase of Retirement 02:39 The Mount Everest of Retirement 03:35 Retiring in the Late 50s or 60s and Making Money Last 04:25 The Earth-Shattering News About Retirement Life Cycle 04:40 The Go-Go Years of Retirement 05:36 The Slow-Go Years of Retirement 05:50 The Impact Your Earlier Life Choices on The Quality of Your Retirement 06:48 Healthcare Expenses Impact on Slow-Go Retirement Years 07:31 Our Kids in Retirement! 08:31 Reverse Engineering the Slow-Go Retirement Years 09:48 The Impact of the Dollar Purchasing Power on Your Retirement 11:48 The No-Go Years of Retirement 12:40 "I Lived My Life and I Didn't Do it in Fear" 14:00 Contact Us! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/retirementlifecycle ________________________________________________________________________________________________ More about Jessica Cannella, Co-Founder and President: As the Co-Founder and President of Oak Harvest Financial Group, Jessica’s mission is clear. Educate, inspire, and financially prepare couples and individuals to enjoy a fearless and fulfilling retirement. With almost two decades of experience in retirement planning, Jessica’s objective is to alleviate the stress around investment management and financial planning. Jessica engages all levels of financial savvy, from the novice to the expert. She believes that clarity begets confidence. She has worked with hundreds of families to cultivate a retirement vision and connect their unique vision to their customized financial plan. No two plans are identical. A financial plan is a starting point, a path to start down. However, life can throw curve balls. Therefore, every plan we put together needs flexibility. Communication and mutual understanding are the corner stones of bringing your retirement vision to reality. "Think of my team and I as the bumpers at a bowling alley; think of yourself as the bowling ball. Our purpose is to keep you out of the gutter and hitting strikes in retirement" Jessica Cannella. #retirementplanning #core4 #jessicacannella #investmentmanagement