Building Your Financial House: Turning Savings into Income (Part 2)

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How confident are you in where your retirement income will come from each month? In Part 2 of our “Retirement House” series, Mitch dives into building the foundation of your financial house: creating reliable income for retirement. He explains the role of different income sources, like Social Security, pensions, and annuities, and how they fit together to support your lifestyle. You’ll hear thoughtful insights on timing decisions, like starting Social Security, and the importance of understanding your income picture so you can approach retirement with confidence.

Here’s some of what we discuss in this episode:

Income Sources: Turning savings into paychecks

Social Security: Smarter decisions for couples

Rules of Thumb: Why income matters more than totals

Client Approach: No pressure, real guidance

0:00 – Intro

1:34 – Importance of your foundation

3:29 – Finding income sources

5:32 – Benefits of working with Mitch

7:06 – Social Security

10:01 – There’s no magic number

Resources

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