Feb 9, 2024

Planning for a fulfilling retirement is a significant life milestone, representing the culmination of years of hard work and the dawn of a new, exciting chapter. But retirement planning goes beyond just financial security. It is a holistic process that also involves emotional well-being, nurturing social connections, and the pursuit of purpose.

In our latest podcast, Eric Hogarth, CFP® joined the show to discuss the approach to retirement when people are prepared and have a vision for what they want it to look like versus those that don’t have any idea. The vast majority of people we work with fall into that latter category, which is why we wanted to spend some time outlining the importance of knowing what you want the next chapter of life to look like.

Here’s some of what we discuss in this episode:

• How we take a retirement vision and build a plan to help make that happen.
• Fewer than 10% of people have a clear vision of what they want retirement to look like.
• An example of someone who is ready to retire but don’t what they want to do in retirement.
• Having the financial piece of retirement figured out frees people up to set goals and dreams for retirement.

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