We all want to be happy. Why wouldn’t we? As an Investment Advisor, I help people recognize and work towards achieving their financial goals. I love it. But today I want to zoom out to the big picture; to discuss what every single person wants from retirement: happiness.

In the first episode of Retire Sooner, I talk a little about my upbringing and where my fascination with the relationship between money and happiness began. Then I dig into my research on the five secrets of the happiest retirees.

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Reference:

These five secrets are based on a study I conducted of over 1,350 retirees in 46 states for my book, You Can Retire Sooner Than You Think.

Scary Retirement Statistics from Ramsey Solutions Retirement Study: https://www.chrishogan360.com/retirement/10-frightening-retirement-stats-that-should-scare-you-into-action  

Retired adults dependence on Social Security: https://www.pewresearch.org/politics/2011/11/03/section-6-generations-and-entitlements/ 

Wharton study: https://penntoday.upenn.edu/news/money-matters-to-happiness-perhaps-more-than-previously-thought

This information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns. Past performance is not indicative of future results when considering any investment vehicle. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

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