EPISODE · Jul 7, 2025 · 26 MIN
Making Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81
from Accessible Finance For Retirement · host Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning
In episode 81 of Accessible Finance, Eric and Rachael Johns discuss how to create and fund your retirement bucket list without breaking the bank. They share their own bucket list items and emphasize the importance of quantifying costs and setting realistic goals. The episode covers key strategies such as setting up dedicated savings accounts, budget reallocation, and considering side hustles. They also stress the importance of not neglecting core financial principles like maintaining an emergency fund and avoiding debt. Tune in for insights on planning a financially viable and enjoyable retirement.00:00 Introduction to Episode 8100:17 Discussing Retirement Bucket Lists00:42 Personal Bucket List Dreams02:46 Funding Your Bucket List03:17 Budgeting and Financial Planning05:23 Creative Savings Strategies07:10 Practical Spending Adjustments12:30 Side Hustles and Extra Income13:27 Balancing Bucket List and Retirement Plans14:00 Avoiding Debt for Bucket List Items14:54 Evaluating the Value of Experiences16:55 Family Discussions on Vacation Preferences20:09 Planning and Saving for Bucket List Items25:05 Achieving a Balanced Retirement25:27 Conclusion and Listener Engagement
What this episode covers
In episode 81 of Accessible Finance, Eric and Rachael Johns discuss how to create and fund your retirement bucket list without breaking the bank. They share their own bucket list items and emphasize the importance of quantifying costs and setting realistic goals. The episode covers key strategies such as setting up dedicated savings accounts, budget reallocation, and considering side hustles. They also stress the importance of not neglecting core financial principles like maintaining an emergency fund and avoiding debt. Tune in for insights on planning a financially viable and enjoyable retirement.00:00 Introduction to Episode 8100:17 Discussing Retirement Bucket Lists00:42 Personal Bucket List Dreams02:46 Funding Your Bucket List03:17 Budgeting and Financial Planning05:23 Creative Savings Strategies07:10 Practical Spending Adjustments12:30 Side Hustles and Extra Income13:27 Balancing Bucket List and Retirement Plans14:00 Avoiding Debt for Bucket List Items14:54 Evaluating the Value of Experiences16:55 Family Discussions on Vacation Preferences20:09 Planning and Saving for Bucket List Items25:05 Achieving a Balanced Retirement25:27 Conclusion and Listener Engagement
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Making Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81
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