Are you ready to retire? | Discussing your Plan, Spending, Income and Legacy

Are you ready to retire? | Discussing your Plan, Spending, Income and Legacy

From Your Financial Plan-It by Synergy Capital Solutions

September 1, 2025 · 15 min · Episode 90

About this episode

The episode discusses key elements of retirement planning, including spending, income, and legacy considerations.

Are you ready to retire? This popular question is one we hear often. In this podcast episode Synergy Advisors’ Caryn Fields, CFP® , and Diego Wanderley discuss the main elements of your financial plan to consider when looking at this question. Items of discussion include: Spending: Understand your essential vs. discretionary expenses and how to maintain your lifestyle in retirement. Income: Transitioning from earning a paycheck to paying yourself — including traditional and non-traditional income sources for retirement. Legacy: Is leaving a legacy important and part of your plan? At Synergy, every plan is personalized so our clients can focus on what matters most — their passions, purpose, and life experiences. Call us today at 888-363-4546 to start building your retirement plan and find the answer to the question, are you ready to retire? Your path to financial freedom starts here.

People in this episode

Guests: Caryn Fields, Diego Wanderley

Topics covered

  • retirement planning
  • financial planning
  • income sources
  • legacy planning
  • spending management

Keywords

  • retirement
  • financial plan
  • spending
  • income
  • legacy
  • financial freedom
  • personalized plan

Mentioned in this episode

Organizations: Synergy Capital Solutions

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