Secure Your Retirement

Beyond the Nest Egg – Crafting Your Life Plan


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In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical but often overlooked topic of Retirement Life Planning with special guest Dr. Corinne Auman a Ph.D. in geriatrics and author of Keenagers While financial strategies and retirement income are vital, this conversation emphasizes the non-financial aspects of retirement, helping you prepare for not just “how much to save for retirement,” but how to truly live well through it. As people live longer, healthier lives, planning for aging with intention has become essential.

Listen in to learn about the difference between a financial plan and a Retirement Lifestyle Plan, how to proactively prepare for transitions like moving into a retirement community or making your home age-friendly, and how to find purpose beyond work. Whether you're looking into continuous care, exploring early retirement, or trying to stay mentally and socially engaged, this episode will help you build a vision that goes far beyond your nest egg.

In this episode, find out:

·      Why retirement life planning is just as important as financial planning.

·      The SPIES framework: addressing Social, Physical, Intellectual, Emotional, and Spiritual needs in retirement.

·      When to start planning for retirement lifestyle goals and how to structure your future.

·      The importance of purpose and stimulation after leaving the workforce.

·      Why being on a waitlist for a retirement community is part of smart planning.

Tweetable Quotes:

“Retirement planning isn't just financial—it's emotional, intellectual, and deeply personal.” – Radon Stancil

 “We all need purpose after retirement. Don’t wait to plan your next chapter.” – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

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Secure Your RetirementBy Radon Stancil, CFP® & Murs Tariq, CFP®

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