Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, “When are we going to get to tax strategies? When are we going to get to income strategies?” We discuss all of those things, of course, but much of the philosophy behind how I help clients plan for retirement comes from the teachings of Mitch Anthony.

I’ve been inspired by Mitch since I was in high school. Mitch is the author of many books, including The New Retirementality: Planning Your Life and Living Your Dreams at Any Age You Want. I’ve been following his work for decades, gifted his books dozens of times, and I’m honored to have a chance to interview him.

Mitch joins the podcast today to discuss how he helps his clients find purpose in life as they plan for retirement, how changing attitudes toward aging has affected people in mindset, health, and longevity, and how to find a sustainable balance between vocation and vacation - no matter what stage of life you’re in.

 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

 

Show Notes: RetireWithPurpose.com/88

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Disclosure: 

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