Retirement Reality Check: Are You Truly Prepared? | EP. 60

Retirement isn’t just about having a nest egg—it’s about ensuring financial stability, maintaining your ideal lifestyle, and making smart real estate decisions that support your future. In this must-listen episode of The Fun and the Mentals of Real Estate, Angela Dillmon (Keller Williams Realty Chesterfield, The Dillmon Group) and Glen Calvin (Guild Mortgage) sit down with Michelle Perry (Financial Advisor, Triad Financial Group) to discuss the realities of retirement and the critical steps to take now.🔎 What You’ll Learn:🏡 Is your home helping or hurting your retirement plans? Downsizing, reducing real estate taxes, and cutting hidden costs.💡 Can you afford to retire? How to assess income, social security, and withdrawal rates (keep it under 5%!).📉 What if your income tightens? HELOCs, reverse mortgages, and other solutions to avoid financial strain.🕰️ When should you start planning? The critical age milestones to consider (hint: don’t wait until 55+!).📊 How to track your spending habits: Download bank statements and get real about where your money is going.💡 Pro Tip: Many retirees underestimate expenses but can state their income within $300/month. Are you tracking both?🎙️ Guest Expert: Michelle Perry, Financial Advisor, Triad Financial Group📞 Call/Text: 314-392-6807 | ✉️ [email protected]📞 Need expert guidance?🔹 Looking to buy, sell, or downsize? Call/Text Angela Dillmon, Realtor® at 314-277-7713🔹 Need mortgage solutions for retirement? Call/Text Glen Calvin, Lender at 314-249-6861🔗 Get Free Home Equity & Market Insights! Sign up for Homebot → https://hmbt.co/HZmjRn📢 Like, Subscribe & Follow for more expert real estate and financial insights!🎧 Listen on Spotify & YouTube💬 Comment below: What’s your biggest retirement concern?