Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So can they still retire comfortably, or is that magic number just out of reach?

Contact:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially?

Contact:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Inflation may not be in the headlines like it was in 2022, but for most Americans, it’s still public enemy number one when it comes to saving for retirement. A new Schwab survey reveals just how many people still feel unprepared and how that affects their confidence in their financial future.

Schwab Survey:

https://www.usatoday.com/story/money/personalfinance/2025/07/29/inflation-retirement-savings-survey/85413630007/

Contact:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949