Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. 

Meet the voices behind Making Margin:

• Nick
• Allie  
• Jeff

Today’s topic is retirement: When did the idea of retirement start? What should retirement look like? How do we plan for it?

• The concept of retirement hasn’t existed for very long, really only since the late 19th century
• More and more research is forcing us to question this made up 20th century phenomenon and whether it’s necessarily good or healthy for us. But our entire industry is built around creating a stable retirement. Why is that the goal? Should it be? If not, what should be?
• New Retirementality
• Happiness Equation “And those four S's of social, structure, stimulation and story bring us great joy and deep happiness.”

Discussion Topics:

• What images make up what you think of as the right way to retire?
• Is there anyone in your life who has retired well?
• What do we hear from (most of) our clients when we discuss retirement as a goal?
• Why is there a generational gap?
• How do people plan for something other than retirement?

Take Away:

Planning for “Financial Independence” rather than “Retirement” may actually be better for your health AND your wallet.