The Money Reality Check: Financial Planning for Men in Their 60s episode artwork

EPISODE · May 15, 2026 · 18 MIN

The Money Reality Check: Financial Planning for Men in Their 60s

from The Encore Project Podcast · host The Encore Project

Your 60s are when financial planning stops being theoretical. The decisions you make now — when to claim Social Security, how to draw down your accounts, what to budget for healthcare, how to structure your estate — have consequences that compound over the twenty or thirty years ahead. Most men in this decade are working with an incomplete picture: they know roughly what they have saved, but they haven't sat down with the full math of what retirement actually costs or where the gaps are. This episode is that reality check. We'll walk through how to calculate what you'll genuinely need, the most common income sources and how to maximize them, the healthcare costs that catch retirees off guard, the tax strategies worth knowing before you start withdrawing, and the estate planning basics that too many men put off until it's too late. No jargon, no sales pitch — just a clear-eyed guide to getting your financial house in order while there's still time to make it count. 

Episode metadata supplied by the publisher feed · Published May 15, 2026

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Your 60s are when financial planning stops being theoretical. The decisions you make now — when to claim Social Security, how to draw down your accounts, what to budget for healthcare, how to structure your estate — have consequences that compound over the twenty or thirty years ahead. Most men in this decade are working with an incomplete picture: they know roughly what they have saved, but they haven't sat down with the full math of what retirement actually costs or where the gaps are. This...

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The Money Reality Check: Financial Planning for Men in Their 60s

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