Smart Budgeting For Retirees Ready To Retire! podcast

6M ago 14:35

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Budgeting for retirement doesn’t have to feel overwhelming! In this episode of Ready to Retire!, I’m sharing practical strategies to help you manage your income in retirement—without sacrificing the lifestyle you’ve worked so hard to build.

Many retirees worry about living on a “fixed income,” but I encourage you to think of it as a flexible income stream instead. We’ll talk about how to structure your income sources, account for inflation, and plan for unexpected expenses while still having room for travel, hobbies, and fun.

Here’s what we’ll cover: ✔️ Why budgeting in retirement is different from when you were working ✔️ How to shift your mindset from “fixed income” to “flexible income” ✔️ The biggest challenges retirees face—and how to solve them ✔️ How to map out your income streams and avoid common mistakes ✔️ Why delaying Social Security can help maximize your benefits ✔️ The importance of an emergency reserve—even in retirement

Budgeting is about freedom, not restriction. With the right plan, you can retire with confidence, knowing your money will last.

📖 Check out my book, The Early Start Retirement Plan, on Amazon: https://amzn.to/3TealtO

Let’s make sure your budget supports the retirement adventure you deserve!

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About Danette:

Professional Journey- As the Founder and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

1662 Hwy 395 N, Suite 203, Minden, NV 89423

Connect with Danette @ https://linktr.ee/trunorthwealth

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated.

34 episodes