The Three Phases of Retirement

When it comes to retirement, most of us think of it in two clear phases: pre-retirement and retirement itself. But what if we told you that it’s more nuanced than that? With people living longer, retirement can now span 30 years or more. That’s why it’s essential to consider not just how you’ll spend those years, but also the expenses that will come with them.

Join us as we break down the three phases of retirement in today’s show:  the Go-Go Years, the Slow-Go Years, and the No-Go Years. Each phase comes with different activity levels, healthcare needs, and spending patterns. By recognizing the unique challenges and opportunities in each phase, you can better prepare for a fulfilling and financially secure retirement.

Here’s some of what we discuss in this episode:

  • How should you think about and plan for the Go-Go Years?
  • Settling into a retirement routine in the Slow-Go Years
  • Financial issues to consider in the No-Go Years
  • Working with a team who thinks about the big picture

Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.