Retirement planning isn’t about one strategy; it’s about balance. Today, Mitch break downs the four core pillars that support a well-structured retirement plan. You’ll also hear how a written plan and a focus on reliable income can help retirees feel more confident as they transition from saving to spending.

Get out your sharpest #2 pencil because it’s time for a pop quiz! Join us for a special episode as we dive into tax trivia with Mitch Lyons, exploring the surprising history behind America’s tax system. Discover fascinating facts and test your knowledge. Can you guess which state exempts...

In Part 3 of our “Retirement House” series, Mitch explores the next steps in thinking about retirement through the house metaphor. The episode focuses on building a financial structure with a strong foundation of income, protective walls for long-term care and legacy considerations, and a roof that allows for...

How confident are you in where your retirement income will come from each month? In Part 2 of our “Retirement House” series, Mitch dives into building the foundation of your financial house: creating reliable income for retirement.

A successful retirement isn’t something that just happens on its own, it’s something you intentionally build. In this episode, Mitch introduces the “financial house” analogy and explains why every successful retirement starts with a strong foundation and a clear game plan. Drawing on lessons from football and real-world planning,...

Mitch takes listener questions head-on in this Retirement Mailbag episode. Using a coach’s mindset, he breaks down the planning challenges people face at different stages of retirement, including long-term care, retirement income, and managing risks like market volatility, taxes, and healthcare costs. Tune in for a practical look at...