Ready for a Retirement Reality Check?

Retirement doesn’t always turn out like you see in commercials and movies. We’d love to be laid back on a tropical island, but we want to manage expectations. It's essential to have a realistic view of your financial capabilities and lifestyle desires.
Today, Craig and Jennifer discuss the importance of managing retirement expectations, adjusting to changing expenses, and the necessity of a comprehensive financial plan. Discover why it's vital to plan for both essential and lifestyle expenses, and learn how to navigate the complexities of taxes, inflation, and investment strategies in retirement.
Here’s some of what we discuss in this episode:

• Sticking to your budget and making sure the math works.
• Making sure to account for changing expenses in retirement.
• The need to be able to be flexible and be able to pivot.
• Finding new things to do in retirement if you’re no longer working.
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