EPISODE · Sep 14, 2021 · 26 MIN
#03 - Designing an Ideal Retirement, Part 2
from The Retirement Oasis Podcast · host Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA
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: Visit our corresponding blog: Oasis Wealth Insights Blog. Mitch Anthony’s New Retirementality. Ernie Zelinkski’s How to Retire Happy, Wild, and Free. The Retirement Challenge: A non-Financial Guide From Top Retirement Experts. Connect With Steve Martin or Mel Bond [email protected] (615) 881-3954 [email protected] (615) 397-4504 oasiswealthplanning.com Want to speak to a fiduciary financial planner? Schedule an Introductory Call with Oasis Wealth
What this episode covers
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.
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#03 - Designing an Ideal Retirement, Part 2
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