EPISODE · Oct 23, 2025 · 43 MIN
S3 E7: Can I Retire? And Other Big Questions
from Retireable · host Financial Services of America
In this Q&A-style episode of The Retireable Podcast, Mike Wallace and John Sauger tackle some of the most common and important questions they hear from pre-retirees and retirees. From “When can I retire?” to “What am I missing?”, they dive into both the financial and emotional sides of retirement planning. Topics include: • Preparing five years out from retirement • Why a written income and tax plan matters • Overlooked risks like the widow’s tax penalty • Planning for survivor income and lifestyle clarity They also share examples and explain why having a trusted team can make all the difference. If you’re thinking about retirement—or already in it—this episode is packed with insights to help you move forward with confidence.
What this episode covers
In this Q&A-style episode of The Retireable Podcast, Mike Wallace and John Sauger tackle some of the most common and important questions they hear from pre-retirees and retirees. From “When can I retire?” to “What am I missing?”, they dive into both the financial and emotional sides of retirement planning. Topics include: • Preparing five years out from retirement • Why a written income and tax plan matters • Overlooked risks like the widow’s tax penalty • Planning for survivor income and lifestyle clarity They also share examples and explain why having a trusted team can make all the difference. If you’re thinking about retirement—or already in it—this episode is packed with insights to help you move forward with confidence.
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S3 E7: Can I Retire? And Other Big Questions
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