P&L: Priorities & Lifestyle14 Nov 2022

Retirement Planning at 55 and Up with Marcia Mantell

Marcia Mantell is a retirement business guru who helps clients navigate the confusing and increasingly complicated path of retirement planning. She primarily focuses on Social Security and Medicare, letting retirees enjoy the second half of their lives as worry-free as possible. Marcia is also behind Boomer Retirement Briefs, a blog that explores how the Boomer generation is changing our perceptions of retirees and retirement living.

Marcia joins me today to describe the right time for leaders to plan for retirement, whether it means selling their business or having a succession plan. She explains the different retirement scenarios for single and married people. She discusses healthcare, its complexities, and what we can do to make it easier for our future retired selves. Marcia also reveals why your 60s are some of the best years of your life.

"There are so many moving parts these days, healthcare's only going to get more complicated." - Marcia Mantell

This week on Priorities Lifestyle:

The schools of thought leaders need to make good decisions
The age when leaders should think about finances after retirement
Why Marcia loves being in the business arena
Arranging retirement finances as a married couple
Succession planning and selling your business when you're 55
Why we need to change the way we advertise Medicare
What IRMAA means in Medicare
Why your 60s are the critical planning years
How retirement becomes a different challenge when you're married
Reinventing retirement from a Boomer perspective

Our Favorite Quotes:

"At 62, the gates of social security open wide. Every single person knows that." - Marcia Mantell

"If it's insurance against longevity, you want the number you start with to be as high as possible." - Rob Schulz

"Traditionally, we worry about retirees when inflation is high." - Rob Schulz

Connect with Marcia Mantell:

About Rob Schulz and P&L Priorities & Lifestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob's book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You're listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(96)

The Business Exit Rollercoaster: Emotions, Wealth, and Life After the Sale (with Matt Michel & Brandon Jacob)

This week on P&L, I'm joined by Matt Michel, founder of Service Nation, and Brandon Jacob, an M&A advisor at Contractor CFO. Together, they are the co-authors of The Business Exit Rollercoaster. This...

10 Jun 1h 14min

Leaving Corporate Politics for the Recycling Business (with Tim Haugh)

This week on P&L, I'm joined by Tim Haugh, the founder and president of Evergreen Companies. This episode dives into Tim's fascinating leap from a comfortable corporate career into entrepreneurship - ...

6 Mai 45min

P&L Episode 93: Navigating Health Insurance Before (And After) 65 - with Jon Thurmond

This week on P&L, I'm joined by Jon Thurmond, a life and health insurance specialist at Axis Financial and a longtime partner in our planning process. This episode dives into why your health is actual...

8 Apr 54min

Scaling a Sandwich Empire: From 1 to 37 Stores (with Chad Huffhines)

This week on P&L, I'm joined by Chad Huffhines, a prolific Jersey Mike's franchisee who has mastered the art of rapid scaling. This episode dives into Chad's transition from the corporate world at Chi...

4 Mar 54min

Life After the Sale, with Rick Larkin

This week on P&L, I'm joined by Rick Larkin, the former president and co-founder of a transportation company. This episode dives into Rick's entrepreneurial journey, from bootstrapping a trucking comp...

7 Jan 52min

Summiting Mount Kilimanjaro: The Motivation for a Life-Changing Goal (with John Donelley)

This week on P&L, I'm joined by John Donelley, a good friend of mine and a high-achieving leader in the mortgage space. This episode dives into the transformative power of visionary goal setting and t...

5 Nov 202547min

The Future of Offshoring: Balancing Global Impact, AI, and Profitability (with Sean Hammerle)

This week on P&L, I'm joined by Sean Hammerle, founder of the international powerhouse OnQ Global. This episode dives into the complex world of offshoring and the future of the global workforce in the...

8 Okt 202547min

Navigating a Family Business Buyout (with Travis Springer)

This week on P&L, I'm joined by Travis Springer, who shares his firsthand experience of becoming president of his family's cybersecurity firm, Sagiss. This episode is a deep dive into the realities of...

10 Sep 202552min