Money Wisdom

Crafting a Retirement with Vision and Preparation


Listen Later

Planning for a fulfilling retirement is a significant life milestone, representing the culmination of years of hard work and the dawn of a new, exciting chapter. But retirement planning goes beyond just financial security. It is a holistic process that also involves emotional well-being, nurturing social connections, and the pursuit of purpose.

In our latest podcast, Eric Hogarth, CFP® joined the show to discuss the approach to retirement when people are prepared and have a vision for what they want it to look like versus those that don't have any idea. The vast majority of people we work with fall into that latter category, which is why we wanted to spend some time outlining the importance of knowing what you want the next chapter of life to look like.

Here's some of what we discuss in this episode:

  • How we take a retirement vision and build a plan to help make that happen.
  • Fewer than 10% of people have a clear vision of what they want retirement to look like.
  • An example of someone who is ready to retire but don't what they want to do in retirement.
  • Having the financial piece of retirement figured out frees people up to set goals and dreams for retirement.

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

...more
View all episodesView all episodes
Download on the App Store

Money WisdomBy Johnson Brunetti

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

21 ratings


More shows like Money Wisdom

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

442 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,295 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

538 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

748 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

544 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

195 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

585 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

816 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

199 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

947 Listeners

Life Starts at Retirement by Maureen Dobranski

Life Starts at Retirement

29 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

150 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners