In this episode of the Empty Nest Full Pockets podcast, we join financial planner Matt Meline as he guides listeners through the essential strategies for achieving financial freedom in retirement. We explore key topics, including managing healthcare costs, navigating inflation, and understanding the importance of tax planning. Matt emphasizes the need for a solid spending plan and encourages listeners to embrace their newfound freedom while ensuring they are prepared for any financial surprises. Join us as we help you turn this life transition into your next great chapter!

Digital Asset:
Download Our Empty Nest Success Checklist - https://prairiefirewealth.com/areas-of-focus/empty-nest-planning/

Episode Highlights:

00:00:00 - Introduction to Living Free in Retirement
00:01:24 - Navigating Post-Childhood Financial Concerns
00:02:28 - Long-Term Care and Healthcare Planning
00:03:41 - Understanding Inflation and Market Risks
00:04:34 - Building a Three-Year Financial Plan
00:05:49 - Spending Flexibility in Retirement
00:06:40 - Tax Considerations in Retirement
00:08:38 - Roth Conversions and Charitable Giving
00:10:45 - Legacy Planning and Family Conversations
00:12:51 - Reassessing Your Financial Mindset
00:14:16 - Key Takeaways for a Successful Retirement
00:15:40 - Closing Thoughts and Inspirational Quote

Join Us for our LIVE webinar on Dec 10: "Build Your Retirement Paycheck: Spending Guardrails for Empty Nesters.". Register HERE: https://prairiefirewealth.com/webinar/

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I’d love to hear from you; here are some ways to connect:

Web: https://www.prairiefirewealth.com/

Email: info@pfwplanning.com

Get a copy of my book: Empty Nest, Full Pockets: How to Emotionally and Financially Prepare for Your Family’s Future at https://amzn.to/3PovUWM