The Retirement Remix Book

Real conversations with real people about how we actually retire. Let's mix things up.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting with financial advisors, Chip Munn and Jon Tait, who share bite-sized doses of timely, actionable financial planning and retirement tips alongside remixed retirement stories from real people just like you. Listen in now to be inspired, find direction, and build your own #RetirementRemix.

OLD SCHOOL RETIREMENT

Old habits die hard, and old beliefs can be difficult to change.

Most of us have heard about “retirement” for our entire adult lives as if it were the magic pot of gold at the end of the rainbow and we should spend our careers working towards it.

Traditional retirement is a very simple concept: you produce for forty years, and then you retire and consume for the next twenty years. But does it really work out that way?

investment centered process oriented risk tolerance based lifestyle driven planning focused

THE RETIREMENT REMIX

Eliminate the dividing line between “working” and “retirement.”

Put control of your future back into your own hands. There’s no single cookie-cutter solution, we'll explore them all.

If you’re the type of person who likes to explore new ideas, you’ve come to the right place. We understand the importance of not rushing into things, especially when it’s your life we’re talking about. Stick around to be inspired, find direction and build your Retirement Remix.

The Retirement Remix Show

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IN REAL LIFE

Retirement Remix Stories

Jill Tests Retirement
Jill Lewis, Signature Wealth Strategies

“When I left, I felt I really did not want to retire. I had no use for it. I didn’t want to enter an old-school retirement because I suspected it was going to be no fun for me.”

“The possibilities of what life brings, or what investments bring, or what business brings keeps you young. I never see myself truly retiring. Retiring is where you wake up in the morning, don’t have a watch on, and you don’t know what day of the week it is. You just play golf and do stuff. Many retirees simply exist. I can't do that. I have to be a contributor. I need to be giving to a business or an organization. That’s what makes me happy.”

Tim
Tim's Non Retirement
Jim Sails the Great Barrier Reef
Jim Logan

“As for me, my job was rewarding financially but not mentally. And that’s why I decided I needed to be doing something I had some passion for and enjoyed the actual work.

We had a beautiful boat, and we didn’t want to be in our seventies or eighties, living within striking distance of one of the most beautiful areas in the world—the hundreds and hundreds of islands that are between the coast and the outer reef—without ever having gotten to see it!” 

“If I were going to advise anybody who’s going to sell a business or quit a job, I’d tell them to prepare financially. Don’t take the first job that’s offered to you just because the salary is good and it will put your financial life back in order. Look for something that you’re excited about doing every day.” 

Ken Ard
Ken Re-Invents His Life
Raymond James is not affiliated with and does not endorse the opinions or services of Jill Lewis, Tim Norwood, Jim Logan, and Ken Ard. Any opinions are those of Jill Lewis, Tim Norwood, Jim Logan, and Ken Ard and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.
The Retirement Remix Book
The Retirement Remix

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The Retirement Remix: A Modern Solution to an Old School Problem

For generations, the concept of retirement essentially meant planning for the day when we’d leave work for a permanent vacation. I’ve watched as people I cared about put off for tomorrow, left vacation days unused, and felt unhappy or unfulfilled, so they could max out their retirement accounts and leave the workforce as quickly as possible. For me, and my clients, I decided that retirement needed a more modern approach. Much like many of the great songs of the past, the melody was still appealing, but it needed a remix to make it more relevant – so The Retirement Remix was born.

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Chip Munn, Signature Wealth Group

< MEET CHIP MUNN, HOST, AUTHOR, ADVISOR

After graduating Magna Cum Laude from Clemson University, earning a degree in education, Chip was selected as an Academic All American by USA Today.  Since then, as the CEO of Signature Wealth Group, he's driven the growth of the practice from a small three-person team to a regional wealth management group with 45+ team members thriving in more than 12 local communities. Chip specializes in retirement, education planning, and the transfer of wealth. 
Chief Executive Officer, SWG | Senior Wealth Advisor, RJFS

MEET JON TAIT, COHOST, ADVISOR, CFP®‎, CPFA >

Jon got his start finance by filing paperwork for his father, who was also a CFP® professional. After graduating from UNC-Chapel Hill in 1999, he worked with his father before being hired as a Research Liaison in the Raymond James home office. He worked his way up to Senior Research Associate before deciding to move with his wife back to North Carolina and open up his own practice in Leland in 2007. In 2018, Jon joined Signature Wealth Group. Jon is an Eagle Scout, and the scout motto “Be Prepared” is still his daily mantra. 
Senior Wealth Advisor, RJFS

Jon Tait, Signature Wealth Group
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