Financial Planning Insights

Retirement Reality Check: Preparing for Income and Lifestyle in Retirement

by Samantha Kolb, Financial Advisor AVP, Johnson Financial Group Financial Advisors

4 minute read time

Retirement today looks fundamentally different than it did a generation ago. Pensions are fading, Social Security carries more questions than certainty, and people are living longer, meaning retirement may stretch 25, 30, even 35 years.

In this webinar, Samantha Kolb** and financial advisor Derrick Meier* of Johnson Financial Group Financial Advisors walk through a practical, five-step framework (Identify, Plan, Save, Invest, and Protect) to help you build a retirement strategy that goes beyond accumulating savings and focuses on generating sustainable income, managing risks, and protecting what you have worked decades to build.

Whether you are a decade away from retirement or already approaching the transition, this session offers clear guidance on estimating your income needs, evaluating your resources, investing with purpose, and planning for the unexpected.

Two people seated across from each other at a table with microphones, notes and a wood-paneled backdrop.

Learn how to plan for retirement.

With Derrick Meier & Samantha Kolb

Click below to download the slides from today's webinar. If you'd like to discuss your financial plan or have any questions, don't hesitate to contact your advisor. Want to hear your question covered in a future webinar? Submit it through the quick form below.

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ABOUT THE AUTHORS

Samantha Kolb

Samantha Kolb

Wealth Education Coordinator, Retirement Plan Services | Johnson Financial Group

As an education coordinator, Samantha is fortunate enough to help people reach their retirement goals and assist them in gaining a better understanding of various financial topics. She works with relationship managers and plan sponsors to develop a holistic approach to financial education and wellness for all participants. Samantha enjoys being a resource to guide others on the road to a fulfilling financial future.

Financial Advisor AVP, Johnson Financial Group Financial Advisors

Financial Advisor AVP, Johnson Financial Group Financial Advisors

Financial Advisor AVP, Johnson Financial Group Financial Advisors | Johnson Financial Group Financial Advisors

As Assistant Vice President, Financial Advisor, Derrick helps clients create unique financial plans around their life goals. He understands that every client is different, which is why he enjoys building relationships and learning what matters most to them. As a Financial Advisor, Derrick appreciates the opportunity to help clients financially prepare for every aspect of their life, including their families, careers and personal aspirations.

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