Why Retirement Should Be a Verb — Not a Date

Описание: What does ‘retirement’ mean to you? For many, retirement is a date on the calendar — not a plan for living your best life.

In this episode of Conquering Retirement, Brad Johansen chats with President & CEO Lance Gilman and adviser Cameron Graham about why “retire” should be treated as a verb — something you actively do, not just something that happens.

They explain how to go from vague hopes to a written, goal-based retirement plan, starting with a simple fact finder, an honest look at your budget, and a clear vision of the lifestyle you want in your next chapter.

Lance and Cameron also talk about how to plan for Social Security timing, why your income plan should coordinate pensions, investments, and benefits, and how taxes, inflation, and healthcare — especially Medicare — fit into the bigger picture.

If retirement seems confusing or overwhelming, this discussion aims to simplify the process and show you what’s possible when you finally get it all down on paper.

📞 Schedule your complimentary written plan: 207-241-7430

TIMESTAMPS

00:00 – Intro
02:35 – Thinking of “retire” as a verb
09:37 – Request your copy of the book, Conquering Retirement
12:35 – Considerations about maximizing Social Security
16:25 – Factoring in taxation and healthcare planning
19:10 – Call for a complimentary consultation
21:15 – Viewer-submitted questions
25:00 – Windfall elimination for teachers
27:25 - Outro

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