Go-Go, Slow-Go, and No-Go: 3 Phases of Retirement You Need to Plan For (Ep. 28)
What does retirement really look like? Join us as we explore the various phases of retirement that people embark on, focusing on how to make those dreams a reality.
In this episode, David Koren, Founder and Wealth Manager at RVA Wealth Management, dives into the “go-go,” “slow-go,” and “no-go” years of retirement, emphasizing the importance of planning at each stage to ensure a fulfilling and secure retirement journey. Listen as David shares real client experiences that highlight the diversity and individuality of retirement journeys, underscoring the need for a personalized approach.
David discusses:
- (02:08) The dynamic “go-go years” and how to make the most of them
- (05:40) Transitioning into the “slow-go years” and adjusting plans accordingly
- (07:43) Understanding the “no-go years” and planning for increased healthcare needs
- (19:20) The importance of defining your retirement target and creating a tailored plan
- And more
Embrace this opportunity to equip yourself with insights on retirement phases and effective financial planning strategies to maximize life’s different stages.
Connect with David Koren:
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