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#03 - Designing an Ideal Retirement, Part 2

Episode 3 of the The Retirement Oasis Podcast podcast, hosted by Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA, titled "#03 - Designing an Ideal Retirement, Part 2" was published on September 14, 2021 and runs 26 minutes.

September 14, 2021 ·26m · The Retirement Oasis Podcast

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What are the activities that lead to a fulfilling retirement? Hint: it‘s more than just relaxation and leisure. You can get there with the right planning and mindset.

Finding the ideal retirement is best viewed from a well-being framework which includes three domains of well-being: financial or physical, health, and inner well-being or fulfillment. We provide various tips or words of encouragement in finding fulfillment in retirement, including the idea that it is never too late – or too early – to begin thinking about the ideal retirement. Experimentation, being open and adaptable to new opportunities, and crafting a retirement built around your uniqueness are critical for finding true happiness.

Adopting the right mindset is also critical to gaining a successful retirement. This includes putting the past behind us, having a growth mindset, and not viewing your age as a chronological age are among some of the key mindsets to practice.

In this episode, Steve and Mel discuss the following:

 

  • What is the ideal time to begin thinking about retirement?
  • Why one’s mindset is more important than the size of one’s portfolio in finding true fulfillment in retirement.
  • Ideas on how to visualize your unique retirement and observations on overcoming fears about retirement.
  • What we can do about setbacks in retirement.
  • What is a growth mindset, and how it can serve us well in retirement?

 

Resources: 

 

Connect With Steve Martin or Mel Bond

 

Want to speak to a fiduciary financial planner?

 

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