WHEN YOU'RE TIRED OF THINKING ABOUT MONEY (BUT NOT READY TO STOP CARING)
If you've been saving consistently for decades — contributing to your 401(k), not chasing returns, living responsibly — you've done the hard part. But as retirement moves from someday to soon, something shifts. The stakes feel different. The decisions feel more consequential. And the headlines feel personal in a way they never used to.
The anxiety is understandable. There's less time to recover from a big mistake. Retirement has a rough year attached to it now. And the financial news cycle keeps generating reasons to worry.
But here's what most of the noise never tells you: feeling uncertain at this stage isn't a sign that something is wrong. It's a sign that you're paying attention at exactly the right time.
In this month's webinar, Kelly Olczak, CFP® and Managing Partner of LynnLeigh & Company, cuts through the noise to give you a clear, grounded look at where you actually stand — and what to do about it.
We'll walk through a simple framework for organizing your financial life into three buckets — Now Money, Later Money, and Never Money — so you can see your situation more clearly and stop carrying every headline around in your head. We'll show you how to build a retirement paycheck you can actually understand, mapping your monthly needs against Social Security, pensions, and your investment accounts. We'll address one of the most common mistakes people make right before retirement — the "fix the worry" move that feels safer but can quietly make your plan more fragile. And we'll talk about how to stay engaged with your finances without letting money become a second job.
This is not a market-timing conversation. It's a planning conversation — built around your life, not a template.
Helpful Resources Included
Participants will receive access to:
What Issues Should I Consider Before I Retire?
What Issues Should I Consider During a Recession or Market Correction?
These resources are designed to help you move from overwhelmed to on track — with clarity, not complexity.
Will Social Security Still Be There? What the Washington Debates Mean for Your Retirement Plan
The headlines are loud. But loud isn't the same as accurate. In this month's webinar, Kelly Olczak, CFP® walks through what the Social Security funding challenge actually means, how potential reforms are likely to affect people near retirement, and how to build a plan that holds up under more than one version of the future — including a real planning example using reliance rate analysis and claiming strategies.
The Retirement Tax Playbook: How to Stay in Control at Every Stage
Retirement taxes aren’t always straightforward. Learn how income sources interact, where hidden costs can arise, and why timing matters more than most people expect.
Retirement Tax Strategies That Help Your Money Last Longer
Recent tax changes have created new retirement planning considerations. In this educational webinar, we explore how Roth conversions, required minimum distributions, and income timing decisions can influence long-term flexibility and tax efficiency.
Big Tax Changes, Smart Planning Moves: What You Need to Know Now
This isn’t just another tax update. It’s a strategy session for retirees, near-retirees, and planners who want to make the most of 2025’s new rules before they disappear.
Budgeting Isn’t a Four-Letter Word: Planning Your Cash Flow with Confidence
Rethink budgeting with a fresh approach that puts you in control of your cash flow—without stress, guilt, or giving up your favorite latte. Join us for a practical, upbeat webinar that makes planning your money feel empowering—not punishing.
Through the Noise: Retiring with Confidence in a Volatile Market
Retiring in a volatile market doesn’t have to feel overwhelming. Join us to learn how to cut through the noise, manage emotions, and build a retirement income plan that keeps you grounded—no matter what the market throws your way.
Taxes Made Simple: Smart Strategies for Retirees
Discover smart, simple strategies for navigating retirement taxes. In this webinar, we’ll break down recent tax law changes, explore tax-efficient withdrawals, and uncover hidden deductions to help safeguard your financial future.
Love Your Legacy: Secure Your Family’s Future
Take charge of your financial legacy. Join our webinar to explore actionable strategies for legacy planning, securing your loved ones’ financial future, and understanding the key elements of estate planning, including wills and trusts
Reflect, Realign and Restart: A Retirement Readiness Checklist
Set the stage for a confident 2025 with our 'Reflect, Realign, and Restart' webinar. Learn how to evaluate your retirement progress, adapt to life changes, optimize tax strategies, and make the most of new opportunities under the SECURE 2.0 Act.
Stay Healthy, Stay Wealthy: Building A Healthcare Budget for Retirement
Join our webinar to learn how to effectively budget for healthcare in retirement. Master Medicare, plan for non-covered expenses, and protect your finances against rising healthcare costs.
Retirement Readiness: Avoiding the Pitfall of Underestimating Your Income Needs
Planning for retirement can be complex, but underestimating your income needs can have a profound impact. Join us for our upcoming webinar, Retirement Readiness: Avoiding the Pitfall of Underestimating Your Income Needs, to gain insights into how you can accurately plan for a financially secure retirement.
Beyond Basics: Comprehensive Cybersecurity Through Mindsets
In an increasingly digital world, safeguarding your personal and financial information is more crucial than ever. Join us for our "Beyond Basics: Comprehensive Cybersecurity Through Mindsets" workshop, where we'll dive deep into advanced strategies and mindset shifts that can help you protect yourself from the ever-evolving landscape of cyber threats. This workshop is designed for those who want to go beyond basic security measures and build a robust defense against potential risks.
Beyond Just a Will: Comprehensive Estate Planning
At LynnLeigh & Company, we believe estate planning goes beyond drafting a simple will. Our "Beyond Just a Will: Comprehensive Estate Planning" workshop empowers you to take control of your financial legacy. Learn how to protect your loved ones, minimize taxes, and ensure your wishes are honored with a plan tailored to your unique needs. Join us to explore essential strategies that provide peace of mind for you and your family.
A Parent's Guide to Education Savings: Navigating The Path to Your Child's Educational Future.
Navigating the complexities of education savings can be daunting for any parent. At LynnLeigh & Company, our workshop, "A Parent's Guide to Education Savings: Navigating the Path to Your Child's Educational Future," is designed to equip you with the knowledge and tools to make informed decisions about your child's educational funding. From understanding different savings vehicles to strategic planning tips, our expert-led session will empower you to secure your child's academic future with confidence.