
Sign up to save your podcasts
Or
👉Ditch the rocking chair and embrace the possibilities! Are you nearing retirement and feeling a mix of excitement and uncertainty? You're not alone. Transitioning to retirement can be a rollercoaster of emotions, practical challenges, and financial adjustments. But it can also be the door to a fulfilling and vibrant new chapter.
This podcast is your guide to navigating the journey from "worker" to "retiree" with confidence and clarity. We'll explore key strategies for:
âś…Easing out of your career: Learn about phased retirement, negotiation tips, and leaving a lasting legacy.
âś…Redefining your identity: Discover how to find purpose beyond work, embrace new passions, and stay connected.
âś…Managing your finances: Unpack income sources, budgeting strategies, tax optimization, and healthcare considerations.
Whether you're planning your exit strategy or just starting to envision your retirement life, this podcast is for you. Get ready to shed outdated stereotypes and embrace the exciting possibilities that await!
âś…Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started
Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement
Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
5
33 ratings
👉Ditch the rocking chair and embrace the possibilities! Are you nearing retirement and feeling a mix of excitement and uncertainty? You're not alone. Transitioning to retirement can be a rollercoaster of emotions, practical challenges, and financial adjustments. But it can also be the door to a fulfilling and vibrant new chapter.
This podcast is your guide to navigating the journey from "worker" to "retiree" with confidence and clarity. We'll explore key strategies for:
âś…Easing out of your career: Learn about phased retirement, negotiation tips, and leaving a lasting legacy.
âś…Redefining your identity: Discover how to find purpose beyond work, embrace new passions, and stay connected.
âś…Managing your finances: Unpack income sources, budgeting strategies, tax optimization, and healthcare considerations.
Whether you're planning your exit strategy or just starting to envision your retirement life, this podcast is for you. Get ready to shed outdated stereotypes and embrace the exciting possibilities that await!
âś…Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started
Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement
Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
436 Listeners
772 Listeners
734 Listeners
1,287 Listeners
1,362 Listeners
505 Listeners
181 Listeners
187 Listeners
788 Listeners
5 Listeners
307 Listeners
36 Listeners
723 Listeners