Phil’s Tax Hacks

Ep 88: 5 Words That Describe Retirement

June 3, 2021

The MIT AgeLab did a study a couple of years ago asking people for five words to describe what retirement looked like. They came back with 928 words, but on today’s episode of the podcast, we’ll talk through the top words mentioned. What does retirement look like or mean to you?


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What we discuss on this episode: 

0:18 - How would you describe retirement?

2:09 - How was the study broken down? 

6:11 - What words does Phil hear from clients the most?

7:33 - How does the financial plan fit into your retirement?

9:22 - How can you find alignment with your spouse about retirement?