Retirement Mailbag – Living on a Budget, Company Stock, and Spending in Retirement

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This Episode’s Set List:

In today’s video, we have three viewer questions that we are going to answer.

The topics we’ll cover are anxiety about living on a fixed income, investing in company stock, and shifting your mindset to spending in retirement. These are all very common scenarios that we see clients dealing with so J’Neanne will tell you how she would address each of these questions and share some considerations to keep in mind if you find yourself in a similar position.

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

0:00 – Intro

1:05 – Panic over living on a fixed income

4:45 – Company stock

9:28 – Making yourself spend

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