78 - Life Review: Finding Purpose & Meaning in Retirement Planning

Many people enter retirement with a financial plan, but no clear life plan. A life review is a powerful way to reflect on the past, align with your values, and shape a meaningful future. In this episode, Casey and Mike explore:✔️ What a life review is and how it differs from traditional goal-setting.✔️ Why reflecting on your life’s journey can help you live with more purpose.✔️ How to conduct a meaningful life review, including prompts and strategies.✔️ When to engage in this process to get the most benefit.We'll incorporate wisdom from Jordan Grumet (Taking Stock, The Purpose Code), Christine Benz (How to Retire), and other thought leaders such as Arthur Brooks (From Strength to Strength), David Brooks (The Second Mountain), and Viktor Frankl (Man’s Search for Meaning) to explore how reflection can shape a fulfilling life.This episode will help you pause, reflect, and ensure your next chapter is intentional, fulfilling, and deeply aligned with what matters most.Resources:📖 Arthur Brooks – From Strength to Strength📖 David Brooks – The Second Mountain🎙️ Jordan Grumet's Website & Resources📖 Bronnie Ware's Blog on End of Life Regrets📖 Bronnie Ware – The Top Five Regrets of the Dying: A Life Transformed by the Dearly Departing📖 Jordan Grumet – Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life📖 Jordan Grumet – The Purpose Code: Finding Meaning in Money, Work, and Life📖 Christine Benz – How to Retire: A Practical Guide to Knowing When, Planning Ahead, and Maximizing Benefits📖 Viktor Frankl – Man's Search for Meaning