The 5 Areas of a Holistic Retirement Plan episode artwork

EPISODE · May 21, 2026 · 5 MIN

The 5 Areas of a Holistic Retirement Plan

from The Happy Retirement Show with Victor Gray and Colin Hurst · host Victor Gray, RICP® and Colin Hurst, CFP®

📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/Are you on the right route to retirement, or just hoping it all works out? In this episode, Victor and Colin break down the five critical areas of a holistic retirement plan and show how a decision in one area can quietly impact all the others. Also, don’t miss their Level of Concern Survey, a quick, no-cost way to see where you’re well-prepared and where you may need a course correction on your retirement route.Here’s some of what we discuss in this episode:🧩 Everything Connects: Retirement decisions rarely operate independently💸 One Move Creates Ripple Effects: Income, taxes, Medicare, and investing all interact🏥 Healthcare Matters More: Medical costs can impact the entire retirement picture📉 Risk Isn’t Just Markets: Taxes and withdrawal strategy matter too🧭 Clarity Reduces Anxiety: A holistic plan helps people feel more confident moving forward___________________________________________Connect with Gray Hurst Wealth Advisors📌 Our website: https://ghwealthadvisors.com/📞Phone: (513) 984-5999🗓 Schedule your no-cost consultation: https://ghwealthadvisors.com/contact-us/📚 Check out our other no-cost financial resources here: https://ghwealthadvisors.com/#🎥Check us out on YouTube: https://www.youtube.com/channel/UCXCpq47Qa73uQZyYu4fcCAw📌 Follow Us on Social Media📍Facebook: https://www.facebook.com/TeamVictorGray📍LinkedIn: https://www.linkedin.com/in/colinjhurst/

Episode metadata supplied by the publisher feed · Published May 21, 2026

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📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/ Are you on the right route to retirement, or just hoping it all works out? In this episode, Victor and Colin break down the five critical areas of a holistic retirement plan and show how a decision in one area can quietly impact all the others. Also, don’t miss their Level of Concern Survey, a quick, no-cost way to see where you’re well-prepared and where you may need...

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The 5 Areas of a Holistic Retirement Plan

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This episode was published on May 21, 2026.

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