fbpx
U

Surviving and Thriving in the Transition to Retirement with Fritz Gilbert

September 28, 2018

This is a special episode of The Money Guy Show with special guest Fritz Gilbert of The Retirement Manifesto. Fritz joins us in this episode to share his personal experience of transitioning to retirement with plenty of actionable takeaways for The Money Guy Show audience.

The transition to retirement can be a smooth one if you are prepared and planned accordingly. The earlier you start planning for retirement, the better. Our guest Fritz is just one (powerful) example of how effective financial planning can be to help you reach you financial goals and, ultimately, financial freedom.

Be sure to tune into this week’s show to learn about Fritz’s journey to retirement and what you can learn from his experience.

 

Here’s What You’ll Find Out in this Episode:

  • Fritz’s first week of retirement – What was it like? How did it feel?
  • Fritz’s first 60 days in retirement – What he expected and what he didn’t expect
  • The percentage of income Fritz saved each year to retire by age 55
  • What is “time affluence” and how do you achieve it
  • How to operate on a fixed income without even thinking about money
  • Fritz’s 5 keys to a great retirement transition
  • What can make retirement especially exciting and “spicy”
  • How to minimize the volatility in retirement
  • How did he figure out he had enough money to retire?
  • How to plan for unknown healthcare expenses
  • Why having an “attitude of gratitude” an asset in retirement
  • What it means to “keep the balance”
  • What does Fritz means when he says, “keep the eternity in mind”
  • The best thing Fritz did to prepare for his transition to retirement
  • Updates about The Retirement Manifesto
  • Brian’s biggest regret when it comes to his personal financial planning

 

Resources Mentioned in this Episode

Tune In and Go Beyond Common Sense with the Money Guys

This show would not be what it is today without the support of our wonderful listeners. We strive to continue making the show better and your feedback is an important part of that process.

If you have any questions/suggestions/comments/concerns (or just want to say hi!), feel free to reach out to us: [email protected] and [email protected] You can also join the conversation on Facebook or connect on Twitter @MoneyGuyPodcast.

If you enjoyed this episode, be sure to join our community! You’ll never miss special announcements and offers, plus you’ll get future podcasts and blog posts delivered straight to your inbox so you can get in on the action right away.

Most Recent Episodes

Financial Hacks and Habits of the Top 1% (By Age)

ho wouldn’t want to have a high enough income and net worth to be considered part of the top 1%? In this episode, we’ll tell you exactly how much you need to be considered part of the top 1% - and the habits and hacks those in the top 1% used to get there.   In this...

How to Win With Money in 2023!

Financial resolutions are always near the top of the list of Americans’ most popular New Year’s resolutions. Whether you want to save and invest more, pay off debt, or have other financial goals, we will give you the tools you need to win with money in 2023.   In this...

TikToks That INFURIATE Financial Advisors

The most powerful time to get serious about building wealth is when you’re young. So, what is the younger generation learning? Financial Advice (good and bad) is being produced in massive rates across online platforms and TikTok is the new frontier. Is there good...

5 Levels of Wealth AND How to Achieve Them! (2023 Edition)

We believe there are five distinct levels of wealth, but they aren’t solely dependent on income or net worth. We’ll walk you through each of the five levels - including how to know where you are at, how to advance to the next level, and signs you are doing it right.  ...

Average Net Worth By Age in 2023!

It’s time for one of our most anticipated shows of the year: our annual Net Worth By Age show! In this year’s edition, we’ll shared updated numbers and data for 2023 and discuss the most important things for you to focus on in each decade.   In this episode, you'll...

Win Financially During a Recession! (Everything You Need to Know)

The bear market we've experienced in 2022 has been longer than many in recent memory - and some are concerned that the economy may soon enter into a recession. Here's everything you need to know to stay on-track and win financially during a recession!   In this...

The Fed Just BROKE the Car Market! (What You Need to Know)

Car prices have been on a rollercoaster ride the last few years, and it looks like they might finally be coming down. In this episode, we’ll discuss what you need to know about the current car market, pitfalls of buying a car, and how to do it the right way.   In this...

Top 4 Money Mistakes People Make During the Holidays!

There’s a reason why financial resolutions are always near the top of the list in January - many Americans spend the holiday season making financial mistakes. In this episode, we’ll discuss the top money mistakes people make during the holidays and how to avoid them....

Financial Advisors Share What They WISH They Knew About Money Earlier!

Have you ever felt like if you just knew this one thing about money earlier your finances would be in a better spot? In this episode, we’ll share the five biggest things we wish we knew about money earlier!   In this episode, you'll learn: What we wish we knew earlier...