The Hidden $1M Most Retirees Forget To Count, According to Kevin Lum Many retirees overlook how Social Security and pensions can add six or seven figures to their true retirement wealth. GOBankingRates · Jun 4
7 Moves To Keep Your Retirement Money Safe, According To Kevin Lum Financial planner Kevin Lum outlines 7 strategies to protect retirement money from cognitive decline including income floors, automation, legal protections and advisor oversight. GOBankingRates · Jun 2
5 Types of Retirees That Are Richer Than They Think, According to Kevin Lum A financial expert explains why some retirees may have more wealth and financial security than they realize -- even if they don’t feel rich. GOBankingRates · Apr 20
9 Signs You’re Doing Better Than Most Retirees, According to Kevin Lum According to financial planner Kevin Lum, some of the people who worry the most about their retirement readiness are actually in better shape than they realize. GOBankingRates · Apr 2
7 Habits of Quietly Wealthy Retirees, According to Kevin Lum From lifelong learning to boring investing, find out what one CFP says about these simple habits that can help retirees build lasting wealth over decades. GOBankingRates · Mar 22
3 Mistakes That Wipe Out Million-Dollar Nest Eggs, According to a CFP Even wealthy retirees can lose it all—A CFP explains three mistakes that could cause million‑dollar nest eggs to quietly disappear faster than most expect. GOBankingRates · Mar 21
4 Things Retirees Are Told To Buy But Costs Them Money, According to Kevin Lum Retirees are often encouraged to buy these items, but Kevin Lum says they add little value and can quietly drain your retirement budget if you’re not careful. GOBankingRates · Mar 20
Does the Month You Retire Matter? The Surprising Answer From CFP Kevin Lum In a YouTube video, certified financial planner Kevin Lum said the month you retire can act as a trigger for a series of financial and lifestyle changes. GOBankingRates · Feb 8
8 Things To Stop Doing After 60, According To Kevin Lum Here are eight things every person close to or in retirement should stop doing immediately. How many apply to you? GOBankingRates · Feb 2
5 Things Retirees Spend 80% of Their Income on, According to Kevin Lum Kevin Lum breaks down the five biggest expenses retirees spend the most on, revealing where nearly 80% of retirement income goes. GOBankingRates · Jan 14
The One Cost To Cut in Retirement, According To Kevin Lum Financial planner Kevin Lum shares the one expense retirees should cut to save money and make their retirement funds last longer. GOBankingRates · Dec 19, 2025
5 Key Things To Consider When Claiming Social Security, According to Kevin Lum There are five key things to consider in deciding when you should claim Social Security, according to financial expert Kevin Lum, and health is a huge one. GOBankingRates · Dec 6, 2025
Buy These 5 Things Before You Retire, According to Kevin Lum According to a YouTube video by Kevin Lum, certified financial planner (CFP), before retirement, you should secure the below five key things. GOBankingRates · Nov 7, 2025
How Retirees Turn $1 Million in Savings into $5 Million (and How That Might Be Holding Them Back) Many retirees dream of reaching $1 million in savings, believing it will finally give them the freedom to relax and enjoy life. Yet, according to certified financial planner Kevin Lum, many end... GOBankingRates · Nov 3, 2025
GOBankingRates · Nov 3, 2025 Sell These 5 Things Before Retiring, According to Kevin Lum Retirement is a big life change. But it's not just about leaving the workforce; it's also a chance to rethink what you hold onto. "We often have more than we need. And sometimes there [are] things we...
GOBankingRates · Sep 24, 2025 7 Things You Should Own in Retirement, According to Kevin Lum Retirement comes with new priorities, and having the right essentials can make all the difference. Bypass the guesswork and look to an expert instead.
The Independent UK · Sep 14, 2022 4 non-investment questions to ask an adviser before retiring Using a financial adviser for your investment needs is 100% on brand, but what about all the other parts of your retirement life