Imagine you’re in your mid-50s — the kids are grown, the mortgage is nearly gone, and you’re wondering if retirement within the next decade is possible. Tony Zabiegala and Derek Gabrielsen from Strategic Wealth Partners break down five practical steps to prepare for retirement without panic, drastic lifestyle changes, or confusion. From tightening your budget to eliminating bad debt, maximizing tax-advantaged accounts, adjusting your investment mix, and building a second income stream — this ...
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Imagine you’re in your mid-50s — the kids are grown, the mortgage is nearly gone, and you’re wondering if retirement within the next decade is possible. Tony Zabiegala and Derek Gabrielsen from Strategic Wealth Partners break down five practical steps to prepare for retirement without panic, drastic lifestyle changes, or confusion. From tightening your budget to eliminating bad debt, maximizing tax-advantaged accounts, adjusting your investment mix, and building a second income stream — this ...
Why Retirees Underspend — How to Enjoy Your Money Without Fear
Capitalist Investor
20 minutes
1 month ago
Why Retirees Underspend — How to Enjoy Your Money Without Fear
Are you underspending in retirement? Many retirees save diligently for decades but struggle to flip the switch from saving to spending. In this episode of The Capitalist Investor, Tony and Derek reveal why so many people spend less than they could — and how to enjoy retirement without fear of running out of money. We’ll cover: Why retirees underspend even with strong financial plansHow a Monte Carlo simulation shows what you can safely spendThe difference between saving for legacy vs. enjoyin...
Capitalist Investor
Imagine you’re in your mid-50s — the kids are grown, the mortgage is nearly gone, and you’re wondering if retirement within the next decade is possible. Tony Zabiegala and Derek Gabrielsen from Strategic Wealth Partners break down five practical steps to prepare for retirement without panic, drastic lifestyle changes, or confusion. From tightening your budget to eliminating bad debt, maximizing tax-advantaged accounts, adjusting your investment mix, and building a second income stream — this ...
