Path To Wealth & Wisdom
Path To Wealth & Wisdom
Steve Davis
Pre-Retirement Considerations
22 minutes Posted Jul 20, 2026 at 7:25 pm.
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22:09
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Show notes
In this episode, Sean discusses pre-retirement considerations and the conversations everyone should have before making the transition into retirement. He explores how to determine if you're financially ready, what kind of lifestyle you want to enjoy in retirement, and how much you may need saved. Sean also explains how pensions, Social Security benefits, and catch-up contributions can play an important role in creating a well-rounded retirement plan.