In this episode of the AdvisorUp Podcast, we sit down with Don Albach of Millstone Financial to discuss what it really takes to retire successfully and why building wealth is only half the equation. Don shares his perspective on the transition from saving for retirement to actually spending those savings, the importance of tax-efficient planning, and the financial blind spots that can catch even successful retirees off guard. They also explore Social Security, investment risk, legacy planning, and why having a plan for your life in retirement is just as important as having a financial plan. Throughout the conversation, Don emphasizes Millstone Financial’s philosophy of “People First, Numbers Second” and explains why a successful retirement is ultimately about having the freedom to enjoy life and spend meaningful time with family.
Learn more about Don Albach and Millstone Financial: https://millstonefinancial.net/
