Unpacking Retirement Planning Strategies | Kevin Lyles | 061
Catching Up to FI · Bill Yount & Becky Heptig
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Show Notes
Kevin Lyles, a retired lawyer turned retirement guru and coach, joins Becky and guest co-host Mark Trautman to discuss several aspects of planning for retirement, both financial and non-financial. Kevin talks about the difference between retirement planning and financial advice during the accumulation phase. He advises on how to navigate Social Security and Medicare, and emphasizes the importance of financial resilience in retirement. Kevin explains the significance of replacing the structure and fulfillment you get from work through relationships, a sense of usefulness, and financial security as you transition to retirement. Kevin, Becky, and Mark also chat about lifelong learning, lifestyle adjustments, and how to find a sense of meaning and purpose in retirement.
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Resources mentioned on the show:
The Wealthy Barber: Everyone's Commonsense Guide to Becoming Financially Independent
The Millionaire Next Door: The Surprising Secrets of America's Wealthy
Social Security Made Simple | Mike Piper | 054
Retirement Coaches Association
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