Weston Lindemann discusses the habits of highly effective retired people, drawing inspiration from Stephen Covey's book. The first habit is being proactive, which means taking a forward-looking approach to retirement planning and being intentional about addressing challenges. The second habit is beginning with the end in mind, which involves preparing for all phases of retirement and accounting for factors like inflation. Other habits discussed include putting first things first, thinking win-win, seeking to understand before being understood, synergizing, and sharpening the saw.

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