Think you're ready to retire? Now what? In this episode of Retirement With/On Purpose, host Trevor Lawson breaks down the essential steps to ensure a smooth and fulfilling transition into retirement. From evaluating whether you're truly ready to retire to creating a financial plan that supports your lifestyle, Trevor shares poignant pointers on retirement income planning, stress-testing your finances, and preparing for both financial and non-financial risks. Whether you're planning ahead or already on the brink of retirement, this episode will help you retire to something meaningful, not just from work.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

What exactly should you look for when hiring a financial advisor? In this episode of Retirement With/On Purpose, host Trevor Lawson breaks down the key factors to consider when choosing the right advisor for your financial journey. From finding a fiduciary who puts your interests first to ensuring they have experience with retirees like you, Trevor shares four essential qualities to look for—including why personality fit matters more than you might think. Whether you're preparing for retirement or looking for ongoing financial guidance, this episode will help you make a confident and informed decision.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

Do you really need life insurance in retirement? In this episode of Retirement With/On Purpose, host Trevor Lawson unpacks the key factors to consider when deciding whether to keep, adjust, or forgo life insurance in your retirement years. He explores common reasons retirees maintain policies—from covering lingering debts to leaving a tax-free legacy—along with potential downsides like rising costs and changing needs. Plus, Trevor breaks down the differences between term and permanent insurance to help you determine the best fit for your situation. Tune in to gain clarity and make informed decisions about life insurance in retirement.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

Is Social Security really going anywhere and what changes could impact your retirement? In this episode of Retirement With/On Purpose, host Trevor Lawson addresses one of the most common concerns for retirees: the future of Social Security benefits. Drawing on insights from recent reports and expert analysis, Trevor explores the critical role Social Security plays for many Americans and discusses potential changes, including tax adjustments, benefit reductions, and raising the retirement age. Curious about what the future may hold? Tune in to gain clarity and learn how to plan for a secure and fulfilling retirement.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

Are you wondering how to transition from simply retiring to truly thriving in retirement? In the inaugural episode of Retirement With/On Purpose, host Trevor Lawson introduces the heart of the show: helping you navigate the financial and personal aspects of retirement to create a life filled with purpose and fulfillment.

Drawing from over a decade of experience as a financial advisor, Trevor shares what it takes to organize, prepare, and enjoy your retirement years to the fullest. Whether you're looking for strategies to avoid common pitfalls or insights into maximizing your retirement savings for meaningful pursuits like travel, relationships, and volunteer work, this episode is your starting point. Tune in to discover how retirement can become your most purposeful chapter yet!

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

Retirement With Purpose is a podcast dedicated to helping retirees, those nearing retirement, and their supporters navigate the financial and personal aspects of this new phase of life. Hosted by financial advisor Trevor Lawson, each episode provides practical strategies, expert insights, and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.