
Sign up to save your podcasts
Or


Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connections while living in rural Virginia. He found his groove once he moved to a retirement community in Florida.
James and Joe discuss the phases of retirement and what those phases have looked like for Joe. Joe emphasizes the importance of remaining flexible and trying new things as retirees explore who they will be in retirement and what will bring them the most satisfaction and joy.
Questions answered:
How can I test the waters to see if a retirement community is a good fit for me?
What is Joe's advice for new retirees?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Meet Joe Sullivan
3:07 - The decision to retire
5:28 - Impressions vs real retirement
9:11 - Needing something else
10:39 - Retirement community decision
12:05 - Before and after the move
14:32 - Finding purpose
17:16 - Phases of retirement
20:08 - Joe’s advice
22:05 - Emotional preparation
24:32 - Next phase of Joe’s retirement
26:07 - Final thoughts
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
By James Conole, CFP®4.9
759759 ratings
Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connections while living in rural Virginia. He found his groove once he moved to a retirement community in Florida.
James and Joe discuss the phases of retirement and what those phases have looked like for Joe. Joe emphasizes the importance of remaining flexible and trying new things as retirees explore who they will be in retirement and what will bring them the most satisfaction and joy.
Questions answered:
How can I test the waters to see if a retirement community is a good fit for me?
What is Joe's advice for new retirees?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Meet Joe Sullivan
3:07 - The decision to retire
5:28 - Impressions vs real retirement
9:11 - Needing something else
10:39 - Retirement community decision
12:05 - Before and after the move
14:32 - Finding purpose
17:16 - Phases of retirement
20:08 - Joe’s advice
22:05 - Emotional preparation
24:32 - Next phase of Joe’s retirement
26:07 - Final thoughts
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

1,946 Listeners

453 Listeners

808 Listeners

1,315 Listeners

453 Listeners

521 Listeners

753 Listeners

539 Listeners

671 Listeners

199 Listeners

584 Listeners

190 Listeners

40 Listeners

864 Listeners

102 Listeners