People have different feelings when it comes to their desire to retire. We broke this concept down into five sections that we will explore today.

Our goal is to help you determine which category you fall into so you can be sure your financial plan aligns with your desire to retire.

Here’s some of what you’ll learn on this episode:

  • Some people love what they do and don’t see themselves retiring, but should they still plan? [1:24]
  • When you want to retire but continue to work, instead. [3:05]
  • Many people end up hoping to retire early, so we plan ahead. [6:38]


More To Explore

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.