5 • 706 Ratings
🗓️ 28 November 2023
⏱️ 40 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
0:00.0 | Getting your finances dialed in is only one part of a successful retirement transition. |
0:04.6 | Beyond just having the financial boxes check, there's also a fear of the unknown that tends to hold people back from the decision to actually retire. |
0:11.5 | On today's episode of Ready for Retirement, I have guest Joe Kuhn with me, who recently went through that retirement transition and is here to share what he learned so that you can apply the same principles to your situation. |
0:23.6 | This is another episode of Ready for Retirement. |
0:26.1 | I'm your host, James Knoll, and I'm here to teach you how to get the most of the |
0:29.0 | life with your money. |
0:30.4 | And now, on to the episode. |
0:34.0 | I am joined today by Joe Kuhn. |
0:35.8 | Joe, welcome to the show. |
0:37.3 | I am very excited to be here, James. |
0:39.6 | Well, I'm excited for you to be here, too, Joe. |
0:41.4 | I think when we look at retirement, we're conditioned to believe or maybe we think that it kind of comes down to a math problem. |
0:48.9 | You know, how big is my portfolio need to be? |
0:51.3 | Run the numbers. |
0:52.0 | When do I collect Social Security? |
0:53.4 | Run the numbers. When do I collect Social Security? Run the number. What does health |
0:54.6 | insurance need to look like? Which are all obviously very important things. But people then get to |
0:59.9 | retirement age or they check the boxes. They run the numbers. They say, hey, this is very doable. |
1:04.6 | But there's still a big hang up in a lot of people's mind. And I think that hang up is kind of |
1:08.7 | the emotional side or the fear of the unknown. And I thought, |
1:12.5 | who better to come on the show and talk about that than someone who has retired, who has his own |
1:17.5 | YouTube channel dedicated to helping people understand what that transition was like, how he did this. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from James Conole, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of James Conole, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.