Are You Truly Prepared for Retirement? episode artwork

EPISODE · May 14, 2026 · 1 MIN

Are You Truly Prepared for Retirement?

from Income, Insight, & Legacy · host Amy

In this episode, I’m joined by the Society for Financial Awareness (SOFA) to discuss some of the biggest questions people face when preparing for retirement, and why having a strategy matters more than ever.During our free educational webinar on May 13 at noon Eastern, we’ll cover key retirement planning topics including how your health can impact your retirement decisions, how to better understand and manage accounts like 401(k)s, 403(b)s, TSPs, and pensions, and ways to create more reliable retirement income.We’ll also talk through important considerations around Social Security timing, taxes in retirement, inflation, debt, and how all of these moving pieces can affect your long-term financial confidence.My goal is to help simplify these topics so you can make more informed decisions and avoid common mistakes that could impact your future.Be sure to REGISTER for the live session, and if you can’t attend live, you can still register to receive access to the rebroadcast.👉 Subscribe to Income, Insight & Legacy for updates on upcoming workshops, new podcast episodes, and ongoing financial education resources.Book: https://bit.ly/3QgwYyZEmail: [email protected]: 603-930-8044

Episode metadata supplied by the publisher feed · Published May 14, 2026

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In this episode, I’m joined by the Society for Financial Awareness (SOFA) to discuss some of the biggest questions people face when preparing for retirement, and why having a strategy matters more than ever. During our free educational webinar on May 13 at noon Eastern, we’ll cover key retirement planning topics including how your health can impact your retirement decisions, how to better understand and manage accounts like 401(k)s, 403(b)s, TSPs, and pensions, and ways to create more reliabl...

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Are You Truly Prepared for Retirement?

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