We hear this all the time—'I just want to feel comfortable in retirement.' But what does that actually mean? Is it a number? A lifestyle? Just peace of mind?

That idea of 'comfort' comes up in so many planning conversations, and today we're unpacking what it really looks like—because it's probably not what most people expect.

Mike and Julie were in their early 60s—and they were ready to retire. The only problem? They didn't feel READY, the market felt SHAKY, and they weren't sure if leaving work now would jeopardize their future.

They wanted freedom, but they also wanted peace of mind.

Today, Certified Financial Planner Tori Ten Hagen will be walking us through the case study of how we helped them decide if NOW was the right time—and what gave them the clarity to move forward.

You may have seen the headlines—Warren Buffett just boosted Berkshire Hathaway's cash pile to a record $347 billion. And naturally, people are asking: Is he expecting something big? Is he pulling back from the market?

We've had some of those same questions come up in client conversations—especially during market dips earlier this year. So today, we're going to break it down and talk about what this move actually means for people nearing or already in retirement.