Hi Jan,

Earlier this week, I hosted a live session called Getting Started Now: Crucial Steps to Take When Retiring. Whether you are a few years away from retirement or already making the transition, this session was designed to help you lay a strong foundation.

​​​​​​​We covered a lot in a short time, but here are a few of the key takeaways: 

Know your Retirement Income Style
Before choosing an income strategy, you need to understand your personal preferences. The RISA® (Retirement Income Style Awareness) framework helps identify what type of approach best fits your comfort level, especially when it comes to risk and flexibility. 

Be intentional about Social Security
The difference between claiming at 62 versus 70 can result in more than $100,000 in lifetime benefits. We explored how to evaluate your options and when it may make sense to delay, including how to build a bridge strategy to fill the gap. 

Start tax planning now
Retirement is one of the most flexible and impactful periods for tax planning. Roth conversions, asset location, and drawdown sequencing are all tools that can help you keep more of what you have saved. 

Non-financial planning matters too
Money is only one piece of the puzzle. Your identity, purpose, and daily routines will shift in retirement, and it is important to plan for those changes so you can retire to something, not just from something. 
Missed the Full Webinar? 
The replay is now available inside the Retirement Researcher Academy. If you are ready to take your planning a step further, the Academy offers tools, workshops, and education to help you make confident retirement decisions.

 LIMITED-TIME OFFER ​​​​​​​
The Retirement Researcher Academy is normally $899 per year. But if you join this weekend, you’ll receive:
  • $150 off your first year of membership
  • 10-day FREE trial
  • No Coupon Code required. Just add an Annual membership to your cart

That brings your first year of Academy to $749! This offer is only available through Monday at midnight, so now is a great time to take a closer look!
START TRIAL NOW
 
Episode 200

Episode 200 Celebration

In this special 200th episode of Retire With Style, Wade and Alex reflect on the podcast’s journey so far, revisit fan-favorite moments, share listener feedback, and hint at what’s ahead—including new content arcs and a few surprise ideas. A fun, personal look behind the mic for longtime fans and new listeners alike
LISTEN HERE