Robert Laura is a retirement speaker, baby boomer expert, author, entrepreneur, and money manager. As the Retirement Activist, he’s committed to changing the way people think about and prepare for every aspect of retirement. Over the course of his career, he’s learned that retirement is one of the most fascinating and least understood phases of life, and he’s laser-focused on helping people create no-regrets retirement plans.

In his nationally syndicated columns at Forbes and Financial Advisor, he challenges the status quo of traditional retirement planning. He’s also the founder of RetirementProject.org and Naked Retirement, and he frequently appears in the Wall Street Journal, CNBC, Investor’s Business Daily, Yahoo Finance, The Street, and other publications. https://www.linkedin.com/in/robert-laura

In this week's episode, Lynn walks us through the episodic series of TikTok videos documenting the process of getting her mother elderly living assistance care. 

“Old age” for our great-grandparents is now “middle age” for ourselves.

So what are you going to do with this gift of time?  

For most of us, this is uncharted territory.  Role models to help us navigate so many new sets of questions are limited.

This remarkable extension of our life expectancy has precipitated exciting changes in our attitudes toward aging. Nowadays, we are rejecting outdated models of “retirement.” Instead of stepping back, we are embracing this gift of time to shift, edit and expand in all areas of our lives. We are reimagining how we live, love, work, serve, and thrive in our “third act.” 

Our “third act” is a time to seek meaning and arrive at our best life — with joyful, engaged, and truly purposeful decades ahead.

Creating a new way of living in this phase of life does not come naturally to most of us.  It requires digging deep and sloshing around in uncomfortable, unknown waters. Vulnerability and insecurity can run high in the face of workplaces and a culture that has limited respect for “older” people.

Do you shift or leave a long-term career, re-enter the workplace after years of raising your family, launch a new business, or passionate initiative you have held back from pursuing for years?  (Did you know that women over 50 own over 50% of small businesses?)  Do you focus on a passion over income, choosing to learn new things and develop your talents?  How do you deepen or change your relationships, spend more time with people you love, connect with new like-minded friends, and shape ways to serve and make an impact in the world?  

Are you ready to set aside your fears, doubts, and limiting beliefs to fulfill your life’s desires? Do you want to get back in touch with who you are to create the life that you were meant to live? Are you ready for your “third act” quest? https://www.thirdactquest.com/about

Continuing the theme from last week’s episode on the non-financial aspects of retirement, Lynn shares a segment from a recent Her Retirement Masterclass she hosted. In the class, she talks about both the financial and non-financial aspects of retirement and in this segment, her Good Life framework and something she refers to as wealth planning. It gives you a framework and the opportunity to re-imagine and re-design your retirement life, aligning your purpose, vitality, connections, and contributions with your finances. Once you have this clarity, you can retire with intention…on your own terms. This is really the essence of life planning for retirement. In this segment, she shares some stats and suggestions for each of these sections of my framework. The non-financial side of retirement planning is just as important as the financial.

As a certified leadership coach with her company ULeadU Post Career Pathing based in Toronto, Canada, Marilyn works with professionals & business leaders approaching retirement & wondering what they’ll do with themselves if work isn’t a constant companion. With ULeadU Post Career Pathing they tap into their inner navigator to chart their own path & LEAD THEMSELVES into that next phase of life with confidence. With Marilyn's support, clients go deep into the non-financial aspects of retirement. This is more than lifestyle planning. The focus is on building self-awareness to shift mindset & take action vs. just dreaming about how to spend all that found time. Her clients envision & begin to design a post-career life that is as engaging & purposeful as their successful careers.

Email: [email protected]

Website: www.uleadu.ca

Linkedin: linkedin.com/in/hintsa

Rachel Fox is the Director of Business Development at Sunny Day Fund, an employer-rewarded emergency savings program that enables your workforce to stabilize and shine financially. Sunny Day Fund is building innovative financial technologies, starting with employer-rewarded emergency savings that stabilizes workers’ finances and enables their pursuit of economic freedom. With Sunny Day Fund®, employers can help American workers save for brighter days ahead and grow with greater resiliency.  https://www.linkedin.com/in/rachel-fox-142li/

In this week's episode, Lynn takes a closer look at Long-Term Care, as well as breaks down the new Secure Act 2.0 recently passed in December.