Retirement With/On Purpose

By: Trevor Lawson
  • Summary

  • A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.
    2025
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Episodes
  • I Think I'm Ready to Retire, Now What?
    Feb 17 2025

    Think you're ready to retire? Now what? In this episode of Retirement With/On Purpose, host Trevor Lawson breaks down the essential steps to ensure a smooth and fulfilling transition into retirement. From evaluating whether you're truly ready to retire to creating a financial plan that supports your lifestyle, Trevor shares poignant pointers on retirement income planning, stress-testing your finances, and preparing for both financial and non-financial risks. Whether you're planning ahead or already on the brink of retirement, this episode will help you retire to something meaningful, not just from work.

    For more information and resources, visit Trevor-Lawson.com.

    Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

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    11 mins
  • What Should I Look for When Hiring a Financial Advisor?
    Feb 10 2025

    What exactly should you look for when hiring a financial advisor? In this episode of Retirement With/On Purpose, host Trevor Lawson breaks down the key factors to consider when choosing the right advisor for your financial journey. From finding a fiduciary who puts your interests first to ensuring they have experience with retirees like you, Trevor shares four essential qualities to look for—including why personality fit matters more than you might think. Whether you're preparing for retirement or looking for ongoing financial guidance, this episode will help you make a confident and informed decision.

    For more information and resources, visit Trevor-Lawson.com.

    Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

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    6 mins
  • Do I Need Life Insurance in Retirement?
    Feb 3 2025

    Do you really need life insurance in retirement? In this episode of Retirement With/On Purpose, host Trevor Lawson unpacks the key factors to consider when deciding whether to keep, adjust, or forgo life insurance in your retirement years. He explores common reasons retirees maintain policies—from covering lingering debts to leaving a tax-free legacy—along with potential downsides like rising costs and changing needs. Plus, Trevor breaks down the differences between term and permanent insurance to help you determine the best fit for your situation. Tune in to gain clarity and make informed decisions about life insurance in retirement.

    For more information and resources, visit Trevor-Lawson.com.

    Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

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    9 mins

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