Episode 34: Income Drives Your Retirement Lifestyle

Mar 31, 2023

Without a steady stream of reliable income, your goals, and very lifestyle in retirement are in jeopardy. Listen as Kelly Kelly of Kelly Financial Services talks more about income, based on a recent discussion about her book, “Retire Your Fear, Plan Your Future.”

Here are just a handful of the things that we'll discuss:

  1. Think of income in three stages: generation, preservation, and distribution.
  2. Aligning expenses and income is a staple of retirement planning.
  3. A majority of Baby Boomers want to age in place but only 10 percent of their homes are set up to accommodate this goal. Plan on unplanned expenses.


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