Envisioning what your retirement will look like can often be a challenge, so it may be helpful to hear some examples of people in similar situations. In this week’s retirement headlines segment, we’ll explore a WSJ article from Veronica Dagher and Anne Tergesen that interviews 4 retirees who saved enough for a comfortable retirement. Listen in to hear how they spend their time and money.

Make sure to stick around until the end to hear the answer to Donna’s question about changing her husband’s variable annuity to a less expensive option.

Outline of This Episode

[2:02] What a $2 million retirement looks like in America
[12:45] How to move a variable annuity to a less expensive option

Resources & People Mentioned

Here’s What a $2 Million Retirement Looks Like in America

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$2 Million Retirement Plan, Ep #264