Andy chats with a real person (not an advisor) doing their own retirement planning. This episode is a bit different from our normal real people chats though. Andy is joined by Kevin Lyles from the Rock Retirement Club. Kevin is a retired corporate lawyer who has since become a certified retirement coach, focusing on helping people with the non-financial aspects of retirement.

In the episode, Andy & Kevin talk about six "Retirement Truths:"

You never know when you have enough; there are too many uncertainties and too many changes in life
The 90/10 rule; before retirement, planning is often 90% financial, 10% non-financial. In retirement, planning is often 90% non-financial, 10% financial
Searching for purpose can lead to frustration and failure to find it
Optimization is great. But don't let the elusive quest for perfect be the enemy of good. Don't let yourself get stuck in analysis paralysis
To thrive in retirement, we must continue to grow and achieve
Retirement isn't about money; it's about time. Tomorrow is not promised

Links in this episode:

The Rock Retirement Club - here

Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com