Six Lessons From Six Years of Retirement (from Fritz Gilberts Retirement Manifesto), Ep # 366
Are you actually prepared to navigate the complexities of retirement? We\u2019re exploring Fritz Gilbert\u2019s Six Lessons From Six Years of Retirement, shared from his blog\xa0The Retirement Manifesto.\xa0
One by one, we\u2019ll walk through these lessons, keeping in mind that retirement is an evolving journey, not a static experience. For those who still need to optimize their post-work life, these lessons will show you a roadmap.
We then talk about a listener question about portfolio management\u2014whether to prioritize Roth conversions or refilling cash buckets when your investments outperform expectations. We get deep into the importance of tax diversification and flexibility in retirement, especially why having options\u2014whether it\u2019s a Roth, brokerage, or IRA\u2014is absolutely crucial when facing financial uncertainties.
If you\u2019re preparing for or already navigating retirement, today is an excellent lesson from the \u2018upperclassmen\u2019\u2014those a few years ahead of us in the retirement game.
Resources & People Mentioned- The Retirement Podcast Network
- Original Six Lessons article by Fritz Gilbert (and The Retirement Reality Series)
- Dan Sullivan\u2019s\xa0The Strategic Coach program
- Become a Client:\xa0www.retirementstartstoday.com/start
- Get the Retire-Ready Toolkit:\xa0http://retirementstartstodayradio.com/
- Follow Ben on Twitter:\xa0https://twitter.com/retiremeasap
- Join the newsletter:\xa0https://retirementstartstodayradio.com/newsletter
- Dive deeper into retirement planning with Ben at\xa0www.RetirementIncome.University
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