10 Signs You’re Ready to Retire

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The Jon Sanchez Show

Sanchez Gaunt Capital Mgmt

1021 episodes

1 day ago

Hosted by Jon Sanchez, Managing Partner at Sanchez Gaunt Capital Management, The Jon Sanchez Show offers thoughtful discussions on market developments, economic trends, and the factors shaping today’s investment landscape.
Grounded in fiduciary principles and industry experience, each episode explores timely financial topics with a focus on clarity, discipline, and long-term perspective. Jon is joined by market professionals and guest contributors for well-rounded commentary designed to inform and engage listeners across the financial spectrum.
This show is intended for those who seek a deeper understanding of financial markets without the noise—whether you're a seasoned investor or simply interested in how economic forces impact the world around you.
Follow to stay informed and engaged in today’s evolving financial environment.

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10 Signs You’re Ready to Retire

The Jon Sanchez Show

36 minutes 39 seconds

1 month ago

10 Signs You’re Ready to Retire

In this engaging conversation, Jon and Bailey Sanchez discuss the complexities of retirement readiness, emphasizing the importance of communication between adult children and their parents regarding financial planning. They explore the signs that indicate when someone is ready to retire, the role of financial advisors, and the necessity of having an estate plan. The discussion highlights the emotional aspects of retirement and the need for families to have open conversations about finances and future planning.

Chapters

00:00 Introduction and Family Dynamics

12:22 Understanding Retirement Readiness

17:48 Navigating Conversations About Retirement

20:59 The Role of Financial Advisors in Retirement Planning

21:36 Navigating Family Financial Conversations

22:03 Understanding Retirement Readiness

24:33 The Importance of Family Meetings

26:17 Communicating Estate Plans

27:16 Addressing Healthcare Costs

31:24 Signs of Retirement Readiness

35:38 Sanchez MWF Disclaimer .mp3