In this conversation, Michelle Passoff discusses planning for retirement beyond just money with Jeff and Judy Snyder. They emphasize that retirement is about more than just financial planning and highlight the importance of addressing other aspects such as identity, health and wellness, and tax planning. They suggest that individuals should reinvent themselves by utilizing their skills and finding joy in new endeavors. They also discuss the shift from pensions to self-funded retirement plans and the need to consider tax implications in retirement planning.

• Retirement is about more than just financial planning; it involves addressing other aspects such as identity, health and wellness, and relationships.
• Individuals should reinvent themselves by utilizing their skills and finding joy in new endeavors.
• The shift from pensions to self-funded retirement plans requires individuals to take a more active role in their financial planning.
• Tax planning is crucial in retirement as tax rates may increase, and individuals should consider utilizing Roth accounts and conversions.

00:00 Introduction and Overview

01:25 Retirement is More Than Money

06:00 Reinventing Yourself in Retirement

10:19 Health and Wellness in Retirement

14:08 The Importance of Financial Planning

24:02 Conclusion and Call to Action

Find out about Homestretch Financial at https://www.linkedin.com/in/judijosephsnyder/.

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