How To Properly Plan For One’s Lifestyle In Retirement

How To Properly Plan For One’s Lifestyle In Retirement

Richard Warner discusses budgeting for the lifestyle one seeks in their retirement years. Richard lays out the importance of planning for a long term relationship both with an advisor and one’s own plan, so all factors in planning get checked on constantly. Richard talks about factors that people should consider, including their levels of activity and travel and a few things that people often forget in this discussion. Richard also reveals an eye-opening rule of thumb on inflation. And he talks about one of the top candidates on the 2025 MLB Hall of Fame nominees list.

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Jaksot(52)

What Will Your Business Actually Be Worth When You Sell It?

What Will Your Business Actually Be Worth When You Sell It?

Think your business is your retirement plan? The real question is whether someone else will see the same value in it when it's time to sell. In this episode of The Retirement Bullpen, Richard Warner c...

18 Elo 21min

What If Your Business Doesn't Sell When You're Ready to Retire?

What If Your Business Doesn't Sell When You're Ready to Retire?

What if the biggest threat to your retirement isn't the market, but the fact that your business may not sell when you're ready to walk away? In this episode of The Retirement Bullpen, Richard Warner e...

4 Elo 19min

The Scams Targeting Retirees Right Now

The Scams Targeting Retirees Right Now

What if one phone call could cost you your life savings? In this episode of The Retirement Bullpen, Richard Warner breaks down the growing threat of financial scams targeting retirees—and how quickly ...

21 Heinä 19min

What Happens When You Retire Alone?

What Happens When You Retire Alone?

What happens to your retirement plan when you’re suddenly navigating it on your own? In this episode of The Retirement Bullpen, Richard Warner explores the realities of entering retirement solo—whethe...

7 Heinä 19min

Can You Rely on Social Security for Retirement?

Can You Rely on Social Security for Retirement?

Could changes to Social Security quietly reshape your retirement income? In this episode of The Retirement Bullpen, Richard Warner unpacks a proposal to cap benefits—and what it reveals about the futu...

23 Kesä 17min

What Happens If You Don’t Plan for Long-Term Care?

What Happens If You Don’t Plan for Long-Term Care?

What if avoiding the long-term care conversation today creates the biggest burden for your family tomorrow? In this episode of The Retirement Bullpen, Richard Warner unpacks why long-term care plannin...

9 Kesä 19min

When Fear Rings the Bell: Emotional Triggers in Retirement

When Fear Rings the Bell: Emotional Triggers in Retirement

Why do smart retirement decisions sometimes unravel the moment fear sets in? Using the classic lesson of Pavlov’s Dog, this episode of The Retirement Bullpen explores how emotional triggers—like marke...

26 Touko 16min

Singles, Doubles, and Retirement: A Smarter Game Plan

Singles, Doubles, and Retirement: A Smarter Game Plan

Trying to swing for home runs in retirement can leave you striking out when it matters most. In this episode of The Retirement Bullpen, investment advisor representative, Richard Warner, uses baseball...

12 Touko 17min

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