We LOVE talking about investing, savings, and of course, stacking Benjamins, but what about when you actually make it to retirement? Do you have a plan for your first day after your last day of work? How about that next month? That next year? We’ve mentioned it before: retirement isn’t the destination, it’s a journey, and a milestone on the bigger journey of life. Discussing the “Now, what?” of making it to retirement are our contributors, Derek Merkler from Parsonex Financial Services, Paula Pant from Afford Anything, and OG from our very own Stacking Benjamins.
Halfway through the show we’ll take a break from our discussion while Joe talks to Safwan Shah, CEO of PayActiv. Minimum wage employees are often hit the hardest with cashflow issues while they’re between paychecks. Safwan and his company have set out to provide a solution: real time access to earned income. Safwan will share on just how PayActiv is accomplishing their goals during our Fintech segment.
And during our Magnify Money call we’ll answer a voicemail from Loretta. Loretta’s parents are retired. They have a paid off house and a healthy amount of savings. However, her mom has gotten sick and money has become a bit tighter. Loretta has since realized that 90% of their stock is in one blue chip company. Her parents are hesitant to change. How can Loretta talk to her parents about their finances? Is She worried over nothing?
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Show Notes:
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<5:38> Headlines
- Five Lessons to Help You Make the Most of Retirement (Rockstar Finance)
Our Contributers
Derek Merkler

You can find Derek at his site: MilitaryFA.PXAdvisor.com
Keep up-to-date with Derek on Twitter: @TheMilitaryFA
Paula Pant

Check Out Paula’s site and amazing podcast: AffordAnything.com
Follow Paula on Twitter: @AffordAnything
OG

For more on OG and his firm’s page, click here.
<23:24> PayActiv

You can check our more from Safwan and PayActiv at their site: PayActiv.com
<37:35> Doug’s Trivia
- What year did Isaac Fischer Jr. patent sandpaper?
<45:45> Magnify Money Call
- Loretta’s parents are retired. Her mom has recently gotten sick and money has become a bit tighter. Loretta has since realized that 90% of her parents stock is in one blue chip company. They are hesitant to change. How can she talk to her parents about their finances? Is She worried over nothing?
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