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In this episode I share three practical questions that can reshape retirement:
The focus shifts from bucket lists to daily life, social health, safety, and mobility, with steps you can act on now.
• Why day-to-day design beats bucket lists
• Planning social routines to avoid loneliness
• Right-sizing the home and safety upgrades
• Protecting mobility and spontaneity with transport options
• Blending tech tools with community and family help
• Budgeting for services that sustain independence
• Key stats from MIT AgeLab and practical examples
More on the study and MIT AgeLab
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan
By Jonathan Bednar II, CFP4.8
1515 ratings
In this episode I share three practical questions that can reshape retirement:
The focus shifts from bucket lists to daily life, social health, safety, and mobility, with steps you can act on now.
• Why day-to-day design beats bucket lists
• Planning social routines to avoid loneliness
• Right-sizing the home and safety upgrades
• Protecting mobility and spontaneity with transport options
• Blending tech tools with community and family help
• Budgeting for services that sustain independence
• Key stats from MIT AgeLab and practical examples
More on the study and MIT AgeLab
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

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