Dan Goldie

And beyond the question of will I have enough, there's another question.

What do I actually want my life to look like when work no longer sets the schedule? My guest today is Dan Goldie.

He's a financial advisor and author of The Retirement Answer, the six key decisions every retiree needs to make.

Before his career in finance, Dan was a professional tennis player and Wimbledon quarter finalist.

We explore social security timing, why Dan favors a more flexible approach to retirement withdrawals, and the adjustment from building your savings to actually using them.

Plus, does retirement need a new name? Because wanting to work less and wanting to stop working entirely are two different things.

Here's Dan Goldie.

Dan Goldie, welcome to So Money.

One decision can impact our lives in such positive or impossibly negative ways.

My guest today is Dan Goldie, and he's on a mission to help people make those tough decisions more understandable and manageable.

In truth, I've known of Dan for many, many years, 'cause he was the co-author of The Investment Answer, which is an absolute bible of common sense.

And now he's written The Retirement Answer, and I am beyond thrilled that he's agreed to join me today.

Welcome, Dan.

This is fun for me.

I, you know, having the opportunity to kind of be at least virtually face to face with the f- the famous Dan Goldie is, is really kind of exciting.

For those of you who, you know, have heard me in the past, you know that I don't do financial shows.

As you get older and your life expectancy is shortening, the value of your time is going up.

[upbeat music] Daniel Goldie has spent decades helping people prepare financially for retirement, but some of the most important lessons he's learned go beyond investing.

I'm Joe Casey, and you're listening to the Retirement Wisdom Podcast.

So this conversation today is about both sides of preparing for retirement.

What key decisions do you need to make to make sure you're financially ready? But also, what do you need to know about what happens if you aren't fully prepared for the life that comes next? So we talk about a few of those decisions today.

We also talk about issues that my clients raise to me when working on the non-finance side.

The struggle to move from saving to spending, topics that couples should discuss before they retire, and the question that may be on your mind, is continuing to trade your time for money still worth it? Daniel Goldie is the author of the new book, The Retirement Answer: Six Key Decisions Every Retiree Needs to Make.

He's a senior wealth advisor with Focus Partners Wealth, one of the largest fiduciary advisory firms in the United States.

And today, really, as a, as a sports junkie and as a, you know, student of the wealth management profession, I, I'm excited for this conversation 'cause one of the most interesting people that I have been able to meet is, is joining us today as a guest.

His name is Dan Goldie.

Dan has a new book coming out in a few weeks called "The Retirement Answer." Uh, we've been fortunate enough to have an advance copy of it to, to check out and talk to him about.

Um, but in addition to this book, Dan is a number one New York Times bestselling author from his book about 15 years ago called "The Investment Answer." Not only is he an accomplished author, a CFP, a CFA charterholder, he's frequently recognized as one of Barron's top financial advisors.

Dan is also a Wimbledon quarterfinalist.

So not only is he excelling in the wealth management field, he has excelled and gotten to the quarterfinals of one of the most competitive individual sports, tennis, and, and made it to the quarterfinals, which, like I said, one of the most impressive people that, that I've been able to welcome to one of our shows.

So without further ado, Dan Goldie, welcome to the Retirement Navigated studios and the Pre-Retirement Navigated podcast.

Well, thank you, Will.