“We believe that a simpler financial life, a less fraught financial life is one where you align your dollars with what's most important to you, with the life you want to lead, with your values.” - Stephanie

Have you ever found yourself asking if the perfect moment to retire will ever come? Or whether you’ll even have enough to live on when that moment arrives?

 

These are tough questions that countless people grapple with. Our hosts Stephanie McCullough and Kevin Gaines talk ‘purposeful retirement’ and how you can set goals and navigate your post-work life with flexibility and a foolproof strategy!

 

They introduce five essential questions to help align your financial resources with your desired retirement lifestyle. By understanding why you are retiring, what you want to do, who you are retiring for, where you want to spend your later years, and how things can change going forward, you forge a path that is both fulfilling and financially stable!

 

Stephanie and Kevin show how meaningful planning can prevent the pitfalls of an aimless life in retirement. They introduce the concept of "time bucketing," which helps in making the most of your newly available hours.

 

You’ll also learn how to navigate common obstacles around our limited medical infrastructure and how to find the perfect retirement community. Find out how to pivot with grace and realign your priorities when you’re (inevitably) faced with changes along your retirement journey!

 

Key Topics:

• Why are you retiring? (4:47)
• What do you want to do? (11:10)
• Who are you doing this for? (13:45)
• Where do you want to do this? (19:07)
• How can things change? (24:09)
• Overcoming reluctance to spend your savings (31:18)

 

Resources:

• Take Back Retirement #74: Taking Charge: Carol Marak's Strategy for Solo Aging and Retirement Planning

 

If you like what you’ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected]

 

You can find the transcript and more information about this episode at www.takebackretirement.com.

 

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