About this episode

Shelly Appleton-Benko and Simon Leon discuss the evolving definition of retirement beyond age, focusing on lifestyle and financial changes.

In this episode, Shelly Appleton-Benko and Tax and Estate Planner Simon Leon discuss the real definition of retirement. Rather than being defined by age, retirement is a shift in lifestyle, identity and financial structure. Together, Shelly and Simon unpack common myths around retirement and explore what modern retirement planning actually looks like beyond age 65 and why the old rules no longer apply.

More episodes of The Financial Long Game

• The “Master’s” Class in Investing with Steven Zicherman · April 7, 2026 · 18 min
• A New Era of Financial Fraud with Neumann Lim · March 24, 2026 · 23 min
• Human vs. AI Financial Advice · March 10, 2026 · 29 min
• The First Swing: Entrepreneurship, Resilience and Building a Business One Shot at a Time · February 24, 2026 · 25 min
• Love, Money & Red Flags · February 11, 2026 · 17 min
• The Cost of Waiting · January 27, 2026 · 12 min

Explore listener stats, chart rankings, contacts and more on the The Financial Long Game podcast page.