Unpacking Retirement Planning Strategies | Kevin Lyles | 061

Catching Up to FI

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

Mark's Money Mind

EconoMe

Rock Retirement Club

Retirement Researcher Academy

Social Security Made Simple | Mike Piper | 054

Sequence Risk

Ramit Sethi

Retirement Coaches Association

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Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.