Retirement With/On Purpose

Retirement Realities: Navigating Time Management, Intentional Saving, and Personal Inflation


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Trevor introduces a new format by interviewing retired North Carolina clerk of court Susan Hicks to explore the emotional and practical transitions of life after work. Susan shares firsthand insights on the challenge of shifting from a rigid career schedule to managing an open slate of retirement time, emphasizing that finding purpose can come from simple, flexible daily goals and community service rather than a job title. Transitioning to technical planning, Trevor revisits recent financial data to break down personal inflation rates versus the standard Consumer Price Index (CPI), guiding listeners through three crucial questions regarding spending habits, inflation-adjusted income sources like Social Security, and how early-retirement price spikes compound sequence of returns risk.

References: https://www.morningstar.com/retirement/how-much-should-retirees-worry-about-inflation

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.

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Retirement With/On PurposeBy Trevor Lawson