Personal Finance for Long-Term Investors - The Best Interest

Military Money Lessons That Civilians Can’t Afford to Miss | Spencer Reese - E117

23 snips
Oct 1, 2025
Spencer Reese, an Air Force veteran and financial educator, shares valuable insights for both military and civilian audiences. He discusses the evolving nature of retirement and the importance of a mindset focused on purpose and community. Spencer highlights financial lessons like avoiding lifestyle creep, managing expenses, and leveraging government benefits. He emphasizes communications systems for families, simplifying finances, and preparing for identity shifts post-service. Ultimately, he shows that financial independence is more than just numbers; it's about finding meaning.
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INSIGHT

Retirement Is Constantly Changing

  • Retirement is an evolving, decades-long process with changing seasons and needs.
  • Expect physical, social, financial, and technological shifts that require ongoing adaptation.
ADVICE

Train For A Financial Decathlon

  • Prepare for retirement by training across ten financial areas Jesse calls the "Retiree's Financial Decathlon."
  • Work on your future paycheck, portfolio, Social Security, taxes, healthcare, estate plan, portfolio goals, stress tests, simplification, and purposeful spending.
ADVICE

Design Your Future Paycheck

  • Map out your retirement "paycheck" early and identify all income sources.
  • Optimize timing and mix of Social Security, pensions, portfolio withdrawals, and part-time work for sustainability and taxes.
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