Relax, It’s Retirement Podcast

Setting Goals for a Purposeful Retirement (Ep. 82)

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Goal setting isn’t just for your career—it’s essential for creating an intentional and fulfilling retirement.

What goals will keep you engaged, active, and satisfied as you transition to this next chapter? How do you plan for a successful financial and personal journey during retirement?

In this episode, Josh Leonard recaps his personal and professional goals while emphasizing the importance of intentional goal-setting. 

He explores strategies to maintain motivation, improve well-being, and align your finances with your desired lifestyle. By applying the SMART framework, Josh outlines how retirees can structure their aspirations to make retirement a rewarding experience.

Josh discusses:

  • How achieving his goal of completing the Leadville MTB 100 taught him the value of preparation and persistence
  • The importance of using the SMART framework (Specific, Measurable, Achievable, Relevant, Time-Bound) when setting personal and financial goals
  • Examples of how retirees can create income plans, like targeting $6,000 monthly from various sources, to ensure financial stability
  • Strategies for maintaining healthy habits, such as balancing exercise, diet, and reducing phone time with family
  • The psychological and emotional benefits of setting goals, including enhanced focus, time management, and overall happiness in retirement
  • And more!

    • Resources:

    • Schedule a meeting with the team
    • Overcoming Obstacles With Grit, Endurance & Family Support (Ep. 66)

      • Connect with Josh Leonard: 

      • [email protected]
      • LinkedIn: Josh Leonard
      • Leonard Advisory Group
      • 412-998-PLAN
      • YouTube: Leonard Advisory Group
      • Facebook: Leonard Advisory Group
        • ...more
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        Relax, It’s Retirement PodcastBy Josh Leonard
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