The Beauty of Simplicity When Planning For Retirement

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.

As usual, we’ll tackle some fun getting-to-know-you questions at the beginning of today’s show. Then, we share two quotes of the week from Denis Waitley and Paul Samuelson. We’ll also take a look at a recent Kiplinger article that weighs the pros and cons of claiming Social Security at age 70.

For this week’s mailbag, we got a great question from Hazel of Salt Lake City. She’s considering retiring from her nursing job in the next 3 months and asks for a financial checklist of priorities she should consider before taking the leap. For this week’s Retirement Ride Along segment, you’ll hear about our recent trip to Chicago!

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

  • Life updates + a busy season ahead (2:31)
  • Get-to-know-you questions: Least favorite jobs, best ice cream toppings, first jobs (6:32)
  • Quote of the week from Denis Waitley and Paul Samuelson (21:07)
  • Kiplinger Article: Waiting Until 70 to Claim Social Security (23:01)
  • Main topic: The Beauty Of Simplicity When Planning For Retirement (31:51)
  • Mailbag: What financial priorities should I consider before putting in my notice at work and retiring? (45:47)
  • Retirement Ride Along: Celebrating Sam’s birthday in Chicago (52:20)

Want to contact us? 

Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission.

Get your free copy of Preparing for Retirement: 

Call (888) 228-8814 or email

Links From Today’s Show:

Kiplinger Article

Trump Hotel Chicago

Terrace 16

Willis Tower

Gino’s East

Navy Pier

Offshore Rooftop

Chicago Cubs Wrigley Field

Instagram of Driver/Comedian, Ruslan: @ruslan.hafiz

Prime Provisions

Blue Chicago


Museum of Science + Industry

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