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Why do so many retirees struggle to spend, even when they've saved enough? In this episode, Jake and Nick explore bucket list goals and why so many retirees struggle to give themselves permission to enjoy the money they've spent years saving. They talk about purpose, community, and building a plan that gives you confidence to spend intentionally rather than fearfully.
Here's what we discuss in this episode:
📝 Bucket Lists & Money: how dream goals fit into a financial plan
✈️ Popular Retirement Goals: travel, experiences, and lifelong "someday" ideas
💵 Spending Anxiety: why it's hard for retirees to use their own savings
🤝 Finding Community: purpose, connection, and staying engaged
🧭 Planning the Path: practical steps to fund the lifestyle you want
Our website: https://johnsonbrunetti.com/
Phone: 800-208-7233
Contact our team: https://johnsonbrunetti.com/contact-us/
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai
By Johnson Brunetti4.5
2121 ratings
Why do so many retirees struggle to spend, even when they've saved enough? In this episode, Jake and Nick explore bucket list goals and why so many retirees struggle to give themselves permission to enjoy the money they've spent years saving. They talk about purpose, community, and building a plan that gives you confidence to spend intentionally rather than fearfully.
Here's what we discuss in this episode:
📝 Bucket Lists & Money: how dream goals fit into a financial plan
✈️ Popular Retirement Goals: travel, experiences, and lifelong "someday" ideas
💵 Spending Anxiety: why it's hard for retirees to use their own savings
🤝 Finding Community: purpose, connection, and staying engaged
🧭 Planning the Path: practical steps to fund the lifestyle you want
Our website: https://johnsonbrunetti.com/
Phone: 800-208-7233
Contact our team: https://johnsonbrunetti.com/contact-us/
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai

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