S2EP04: Planning, Panic, and Peace: Jack Withey-Retirement Confidence

Описание: In this episode, Amanda Stilwell sits down with Jack Withey, a recent retiree, to discuss the emotional and practical journey from a long career into life after work. Jack shares his experience of working for 45 years, managing his own investments, and the challenges he faced when transitioning from accumulation to distribution in retirement.

Together, they dive into topics like Medicare, Social Security, required minimum distributions, and creating an income plan for peace of mind. Jack opens up about the anxieties that come with letting go of a regular paycheck, the importance of finding the right financial advisor, and the joy and freedom he’s now experiencing in retirement. Whether you’re just beginning to think about retirement or already planning your next steps, this conversation is filled with honest insights and practical advice to help you navigate your own next chapter with confidence and clarity.