Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

Ep 108 | Get Retirement Ready With These Smart Moves


Listen Later

Feeling overwhelmed with retirement planning? This episode helps simplify the process by highlighting two key starting points. By focusing on these foundational pieces, you’ll gain clarity on where to begin and uncover the next steps to move forward with confidence.


This episode breaks down retirement planning by focusing on key areas like budgeting, spending, and saving while helping you define your financial independence number. It also highlights the importance of envisioning your ideal retirement lifestyle by incorporating your goals, hobbies, and daily activities. 


What You’ll Learn:

✅ The best place to start with retirement planning

✅ How your current financial situation shapes your retirement path

✅ How to assess and plan for your retirement expenses

✅ The impact of your lifestyle and goals on your retirement budget




Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me


Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement


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

Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

28 ratings


More shows like Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,170 Listeners

Money Girl by QuickAndDirtyTips.com

Money Girl

1,852 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

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

Your Money, Your Wealth

778 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,924 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

510 Listeners

ChooseFI by ChooseFI

ChooseFI

5,088 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

752 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

640 Listeners

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

890 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

793 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,365 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

36 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

406 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

328 Listeners