The Retirement Question No Spreadsheet Can Answer

What if the biggest thing standing between you and retirement isn’t your savings, but your uncertainty? Dan Groben and Phil Menard discuss why many Americans plan to work longer, even when they may already be financially prepared to retire. Using real client experiences, they explore the value of stress testing a retirement plan, preparing for potential Social Security changes, and understanding both the financial and emotional sides of leaving the workforce. The conversation highlights how retirement readiness is about more than numbers and why confidence often comes from knowing where you stand.

Connect with Dan & Phil at Servant Advisors Group

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