Redefining Retirement: It's Not Just About the Number

In this episode, Kyle and Jon walk us through the process of helping this couple determine their retirement income number, which is not just about accumulating a certain amount of assets, but also about understanding their current take-home pay, expenses, and how retirement will change their financial situation. They also discuss the importance of painting a picture of what retirement will look like, including big-ticket items like buying a second home or traveling. By the end of the episode, the couple is confident in their financial plan and ready to enjoy their retirement.See omnystudio.com/listener for privacy information.