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Ron's Story: He Planned to Retire at 67. Then He Lost His Job at 64.

Today, Ryan walks through a potential retirement story in chapters. As each new detail comes in, he’ll react to it the way a financial advisor would in a real-time meeting. Ron's 64, figured a lot of this out on his own, and this is his first time sitting down with a professional. Ron always figured he'd know when he was ready to retire. Turns out, sometimes retirement decides for you. The good news is his plan still has options (pickleball included). If your story feels like Ron's, that's exactly the conversation worth having.

Here’s what we discuss in this episode:

🏓 New Routine…

The skinny

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