How to Plan for Part-Time Retirement, Ep # 243 - a podcast by Benjamin Brandt CFP®, RICP®

from 2022-05-09T08:00:57

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If you are looking to ease into retirement by transitioning into a part-time role first, you won’t want to miss this episode of Retirement Starts Today. In the retirement headlines segment, we’ll explore an article by Anne Tergesen at the Wall Street Journal which outlines topics to consider when phasing out your retirement before retiring fully.

Make sure to stick around for the listener questions segment to hear a question from Scott about how to evaluate COLA options on a pension. Press play to start planning your amazing retirement.

Outline of This Episode

[1:32] Talk to your employer about how to work fewer hours
[3:12] Plan your income
[6:34] Social Security considerations
[11:51] To take the COLA or non-COLA option on a pension

Resources & People Mentioned

WSJ article - How to Plan for Part-Time Retirement

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