In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the critical assumptions people make when planning for retirement. They explore the importance of understanding lifespan, healthcare costs, and the reality of retirement expenses. The conversation also delves into market volatility and the concept of un-retirement, emphasizing the need for stress testing financial strategies to ensure a secure retirement. The episode concludes with resources for listeners to better prepare for their retirement journey.

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the importance of choosing the right financial advisor for retirement planning, the role of annuities, and the value of non-traditional assets like trading cards. They emphasize the need for a comprehensive retirement plan that considers taxes, income, and legacy planning. The episode also highlights the exceptional client service at Kelly Capital Partners, illustrated by a touching story of an employee going above and beyond for a client in need.

Summary

In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss the growing concerns surrounding Social Security among those aged 60 and older. They explore the implications of these concerns on retirement planning, emphasizing the importance of not solely relying on Social Security benefits. The conversation also delves into strategies for ensuring financial stability in retirement, including the significance of saving and planning for longevity. The hosts highlight the role of mental outlook, lifestyle choices, and social connections in achieving a longer, fulfilling life in retirement.