From Engineer to Retiree: Stages, Medicare, and Social Security for Lockheed Employees

This episode walks aerospace employees through a simple, stage-based retirement checklist, divided into ages 55–59, 60–64, and 65+.

Rob sits down with senior advisor Steve Young, and Mitchell Allen CFP®, explain how to coordinate pension elections, salaried savings plan decisions, Social Security timing, Medicare enrollment (including coordination with VIA), and other benefits that run on different timelines.

They cover practical steps for designing and stress-testing income strategies, when to request retirement packages, handling unused PTO, and executing the plan so you can retire with confidence.