If you’re approaching retirement and aren’t completely sure what you want the next chapter to look like, your financial plan may need room for possibilities you can’t predict yet. In this episode, Gary Bowman speaks with Kay “Safari Kay” Trotman, founder of Destined To Travel, about retiring without a clear plan and eventually building an …
When should you claim Social Security, and how could that decision affect your retirement income, taxes, and your spouse’s benefits? If you’re approaching retirement, deciding when to take Social Security involves more than choosing between age 62, full retirement age, and 70. In this episode, Gary Bowman explains why deciding when to claim Social Security …
One of the biggest questions people face before retirement isn’t how much they’ve saved. It’s whether their savings, Social Security, and other income sources will be enough to support the life they want to live once the paycheck stops. If you’re wondering how Social Security, savings, pensions, and other income sources fit together, this conversation …
Retirement isn’t a finish line; it’s a transition, and most people aren’t as ready as they think. In this episode, Gary Bowman explores what it means to be ready for retirement, beyond the financials. He shares how emotional readiness, communication with your partner, and flexibility all play a role in creating a smooth transition. From …
Most people spend decades learning how to save, but almost no time learning how to spend it with confidence. That’s where retirement starts to feel uncertain. In this episode, Gary Bowman walks through one of the biggest transitions retirees face, shifting from building wealth to creating a reliable paycheck from it. He explains why this …
What actually makes a retirement plan work in real life? In episode 2 of Building a Retirement Plan that Lasts, Gary Bowman explains why relying too heavily on market returns can create stress and lead to emotional decision-making when markets shift. Instead, he introduces a more complete approach that focuses on building a plan around …
Most people spend decades saving for retirement, but very few stop to ask what that money is actually meant to support. The real challenge isn’t just building wealth, it’s turning it into a life you’re excited to live. In this first episode of Building a Retirement Plan that Lasts, Gary Bowman sits down to introduce …
Welcome to Building a Retirement Plan That Lasts with Gary Bowman. This podcast is designed to help pre-retirees and retirees navigate the transition from saving for retirement to living in retirement with clarity and confidence. Many people spend decades working hard and saving diligently, yet still wonder if their money will truly support the life …