A Real Retirement Story

Podcast: Download

Doug Godbe worked for himself as an estate planning attorney in California. He began the retirement planning process at the age of 30, always running the numbers and calculating the outcome. It wasn’t until his late 50’s that the deadline became more important. He witnessed his friend (another attorney) decide mid-litigation to put in his two weeks’ notice because he wanted to collect his pension. But for Doug it wasn’t an easy task … he had a business to transfer to his son as well as his wife’s retirement to consider.

I sat down with Doug and he shared his retirement success, fails and surprises. We talked about everything from careers, empty nesting, marriage, health, remodeling houses and taking on professional projects after the fact. Lastly, over the years as he observed and handled the estate plans of his clients, he saw firsthand what made them successful in retirement.