Show Notes
Can you afford to retire—and what do you want life to look like when you do?
Financial advisor and former Wimbledon quarterfinalist Dan Goldie joins Farnoosh to discuss his new book, The Retirement Answer: The Six Key Decisions Every Retiree Needs to Make, and the financial and emotional decisions that shape life after full-time work.
From growing up with a single mother facing financial insecurity to navigating his own early exit from professional tennis, Dan shares the experiences that inform his approach to helping people plan for their futures. In this episode:
How to figure out what you need for retirement beyond the intimidating headlines. Social Security timing and the tradeoffs of waiting to claim benefits. Opportunities to boost retirement savings in midlife. Why Dan favors flexible withdrawals over a rigid application of the 4% rule. How to prepare for changes in identity, purpose and daily routine. Why retirement can be a gradual transition, including consulting or part-time work. How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.
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