Better Retirement Questions (Part 2): Five Smarter Ways to Think About Your Future
Episode 285
Better Retirement Questions (Part 2): Five Smarter Ways to Think About Your Future
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Equipping Points:
Most people ask good retirement questions, but not always the right ones. In Part 2 of this series, David Dickens shares five more “better questions” pulled straight from real client meetings, revealing how small shifts could lead to better retirement decisions.
From Social Security timing to mortgage payoff strategies and more, we’ll explain how reframing the way you ask the question might change the quality of the answer.
This episode is straightforward and addresses many of the nuances retirees might miss when they think in terms of black-and-white choices.
Here’s some of what we discuss in this episode:
🧓 Social Security Isn’t 62 vs. 70
🏠 Mortgage Payoff Decisions Need Context
📉 You Can’t Avoid Risk — But You Might Be Able to ‘Right-Size’ It
🔒 Does Cash Help Provide Safety?
📅 Meeting Frequency Isn’t the Point
Today's Takeaway:
Some of these episodes were recorded under the branding of KC Financial Advisors, which has since rebranded as CreativeOne Advisors Group. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group.
