Phil’s Tax Hacks

Ep 94: What Retirement Are You Living For?

July 15, 2021

Have you started daydreaming about what retirement looks like? Let’s talk today about what it takes to make that retirement dream a reality.

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What we discuss on this episode: 

0:45 - Summer time is vacation time.

1:40 - Retirement could include spending time with family. 

3:23 - How do you structure your spending and retirement income?

5:32 - People are ready to start traveling more.

8:40 - What makes people feel locked into a particular structure or plan?

12:11 - What kind of lifestyle do you want in retirement?

13:15 - Are you structured the right way when giving to charity?