How To Properly Plan For One’s Lifestyle In Retirement

How To Properly Plan For One’s Lifestyle In Retirement

Richard Warner discusses budgeting for the lifestyle one seeks in their retirement years. Richard lays out the importance of planning for a long term relationship both with an advisor and one’s own plan, so all factors in planning get checked on constantly. Richard talks about factors that people should consider, including their levels of activity and travel and a few things that people often forget in this discussion. Richard also reveals an eye-opening rule of thumb on inflation. And he talks about one of the top candidates on the 2025 MLB Hall of Fame nominees list.

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Episoder(55)

Could Future Taxes Make Roth Conversions More Important Than Ever?

Could Future Taxes Make Roth Conversions More Important Than Ever?

What if the Medicare premium increase you're worried about today is tiny compared to the taxes you could face later? In this episode of The Retirement Bullpen, Richard Warner explores the growing inte...

29 Sep 18min

What Should Parents Tell Their Adult Children About Money?

What Should Parents Tell Their Adult Children About Money?

What if the most important financial conversation your family needs is the one nobody wants to have? In this episode of The Retirement Bullpen, Richard Warner discusses the money conversations parents...

15 Sep 19min

What Retirement Opportunities Disappear If You Wait Too Long?

What Retirement Opportunities Disappear If You Wait Too Long?

Miss the window for a Chick-fil-A peach milkshake and you wait until next year. Miss certain retirement planning opportunities, and the consequences can last much longer. In this episode of The Retire...

1 Sep 16min

What Will Your Business Actually Be Worth When You Sell It?

What Will Your Business Actually Be Worth When You Sell It?

Think your business is your retirement plan? The real question is whether someone else will see the same value in it when it's time to sell. In this episode of The Retirement Bullpen, Richard Warner c...

18 Aug 21min

What If Your Business Doesn't Sell When You're Ready to Retire?

What If Your Business Doesn't Sell When You're Ready to Retire?

What if the biggest threat to your retirement isn't the market, but the fact that your business may not sell when you're ready to walk away? In this episode of The Retirement Bullpen, Richard Warner e...

4 Aug 19min

The Scams Targeting Retirees Right Now

The Scams Targeting Retirees Right Now

What if one phone call could cost you your life savings? In this episode of The Retirement Bullpen, Richard Warner breaks down the growing threat of financial scams targeting retirees—and how quickly ...

21 Jul 19min

What Happens When You Retire Alone?

What Happens When You Retire Alone?

What happens to your retirement plan when you’re suddenly navigating it on your own? In this episode of The Retirement Bullpen, Richard Warner explores the realities of entering retirement solo—whethe...

7 Jul 19min

Can You Rely on Social Security for Retirement?

Can You Rely on Social Security for Retirement?

Could changes to Social Security quietly reshape your retirement income? In this episode of The Retirement Bullpen, Richard Warner unpacks a proposal to cap benefits—and what it reveals about the futu...

23 Jun 17min

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