The Retirement Resource

Today we’re exploring a unique model for navigating a successful retirement: The Vulnerability Model. I was introduced to this model by fellow retirement coach Douglas Passanisi, who has found it extremely helpful in navigating his own retirement transition.

Today we're going to talk about how to start your grandkids off on the right foot financially. Now we’re not just talking about giving them a crisp $20 dollar bill – we’re talking about what (and how) we can teach our grandchildren to set them up for long term success.  

 

If we prepare our grandchildren, then by the time they get to adulthood and retirement, they might be in better shape than we are and they will have an opportunity to avoid many of the pitfalls and mistakes that we've seen and made.

 

DISCUSSION TOPICS

Role modeling a positive money mindset & good financial habits

Looking for opportunities to learn together

Gamify money

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Learn more at richlifeadvisors.com

Have a question for me? (http://askbeau.com)

The Retirement Resource is produced by Podcast Masters.

Today we’re talking about pitfalls that too many people fall into during retirement, which result in them losing money and/or fulfillment. You can use this as a checklist to see if you’re on course for a retirement that lights you up – and if you’re not on course, today is the day to right the ship.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Learn more at richlifeadvisors.com

Have a question for me? (http://askbeau.com)

The Retirement Resource is produced by Podcast Masters.

On today’s coaches corner, I sit down with Joe Schum to discuss the Happiness Spending Threshold – what does it mean for you to live within your means, and what does it mean to live a life that lights you up within those means?

 

DISCUSSION TOPICS

The Happiness Spending Threshold

What does living within your means mean to you?

How do you live a fulfilled life within your means?

Why you need a liquidity plan

An exercise to do with your partner

3 things to consider after this episode

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Connect with Joe on soulpatchhippo.com

Read: “The Happiness Spending Threshold And What It Really Means To Live Within Your Means”

The Retirement Resource is produced by Podcast Masters.

Today we’re talking about what you need to know before starting the transition into retirement, and we brought on a guest with a unique and valuable perspective on the topic – Not only is Tom Goglia an excellent retirement coach, he’s currently transitioning into retirement himself.

 

For many people, retirement is sudden. One day I’m working, the next day I’m retired. But a lot of things change physically, mentally, and emotionally when we retire, so a lot of things can go wrong if we don’t make a more intentional transition into retirement.

 

DISCUSSION TOPICS

Shifting identities and staying engaged in retirement

How retirement affects your relationships

Adopting an attitude of resiliency

Moving locations and downsizing your space in retirement

Why there’s sometimes a reluctance to work with a coach (and why being proactive doesn’t mean something’s wrong)

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Connect with Tom on LinkedIn

The Retirement Resource is produced by Podcast Masters.

Joe Schum joins the show for another Coach’s Corner, in which we talk about the Essentialist philosophy. This is an idea that comes from the bestselling book Essentialism: The Disciplined Pursuit of Less, written by friend of the show Greg McKeown.

 

Essentialism rejects the idea that “we can have it all,” instead suggesting that we should focus on “the pursuit of ‘the right thing, in the right way, at the right time.’”

 

It may seem like a common sense philosophy – to focus only on what you value most, saying no to everything else – but it's not common practice.

 

DISCUSSION TOPICS

What essentialism is.

The essentialist's idea of work and play.

Boundaries in retirement

The power of saying no.

Paying attention to tradeoffs

How you can start implementing essentialism in your life today.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Essentialism: The Disciplined Pursuit of Less

The Retirement Resource is produced by Podcast Masters.

Today we’re joined by our resident retirement coaching expert, Founder of the Retirement Coaches Association, and President of the Certified Professional Retirement Coach Training: Bob Laura.

 

He’s going to shed some light onto what exactly retirement coaching is, and how coaching can help you create a retirement that lights you up.

 

DISCUSSION TOPICS

What is retirement coaching?

The reality of retirement

The dark side of retirement

Your identity in retirement

Signs that you might need to talk to a retirement coach

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Find a retirement coach near you: retirementcoachesassociation.org/findcoach

Learn more at (http://www.robertlaura.com/)

Find more resources at retirementproject.org

The Retirement Resource is produced by Podcast Masters.

Today’s guest, Mary Blissard, is both an airline pilot and a retirement coach – yep, you read that right! It’s a unique combination, but it actually makes a lot of sense because airline pilots have a mandatory retirement age of 65. On top of the mandatory retirement age, it’s really easy for being a pilot, like many other professions, to become a defining part of your identity.

 

For the most part, these pilots are all set financially and beneficially – but they need help with the dramatic lifestyle transition that accompanies retirement. That’s where Mary comes in, and that’s what she’s here to help us with today.

 

DISCUSSION TOPICS

Your identity after retirement

What you can do to mentally prepare for the transition into retirement

3 activities you can do today to start developing these qualities in your life

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Connect with Mary on LinkedIn

The Retirement Resource is produced by Podcast Masters.

Everyone has a life strategy – even if it’s doing nothing.

 

But do you have a life and retirement strategy that that lights you up, excites you, and that you feel really good about?

 

We are joined once again by Coach Joe Schum from Soul Patch Hippo to discuss why we think designing a life strategy is so important, and how you can go about designing yours.

 

DISCUSSION TOPICS

Why two most valuable assets for retirement.

The most valuable “currencies” that we should be spending in retirement.

How to design your life strategy.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Download the 12 Steps to a Successful Retirement Checklist at (http://richlifechecklist.com)

The Retirement Resource is produced by Podcast Masters.

Today’s topic is often overlooked, but very real – and it has just as much, if not more, to do with the transition planning and the strategy for a successful retirement than your income plan or tax strategy.

 

So today we are breaking down the seven key investments to winning the mental game of retirement.

 

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

 

Resources:

Go to (http://askbeau.com) to send us a question, comment, or concern you’d like to see in a future episode

Read: “How to Win the Mental Game of Retirement”

The Retirement Resource is produced by Podcast Masters.