What does retirement really look like? Join us as we explore the various phases of retirement that people embark on, focusing on how to make those dreams a reality.
In this episode, David Koren, Founder and Wealth Manager at RVA Wealth Management, dives into the “go-go,” “slow-go,” and “no-go” years of retirement, emphasizing the importance of planning at each stage to ensure a fulfilling and secure retirement journey. Listen as David shares real client experiences that highlight the diversity and individuality of retirement journeys, underscoring the need for a personalized approach.
David discusses:
- (02:08) The dynamic “go-go years” and how to make the most of them
- (05:40) Transitioning into the “slow-go years” and adjusting plans accordingly
- (07:43) Understanding the “no-go years” and planning for increased healthcare needs
- (19:20) The importance of defining your retirement target and creating a tailored plan
- And more
Embrace this opportunity to equip yourself with insights on retirement phases and effective financial planning strategies to maximize life’s different stages.
Connect with David Koren:
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