We would love to hear what you have to say about this episode. Please send us a text.In this episode the guys, Jim and Matthew, put a bow on their financial planning framework and talk about what really happens once the plan is “done” and you’re launched into Life 3.0 — the season where you finally get to live your why.They explore what most people actually do the moment they exit a business or retire (hint: it usually starts with a passport), why the first 10 “go-go” years can be the most ex...
We would love to hear what you have to say about this episode. Please send us a text.
In this episode the guys, Jim and Matthew, put a bow on their financial planning framework and talk about what really happens once the plan is “done” and you’re launched into Life 3.0 — the season where you finally get to live your why.
They explore what most people actually do the moment they exit a business or retire (hint: it usually starts with a passport), why the first 10 “go-go” years can be the most expensive years of your life, and how that clashes with the industry myth that you’ll only need 70–80% of your working income in retirement.
Through real client stories, hear how the best-laid blueprints often change: from restoring a historic Victorian to suddenly moving across the country, or from corporate burnout to a fully expressed creative life. You’ll hear how a thoughtful plan gives you permission to pivot without panic.
Most importantly, they unpack the real value of an advisor once the portfolio is built and the wealth gap is closed. It’s not about chasing returns—it’s about having a “family CFO” who walks with you through best times or your worst or final hour.
If you’ve created significant wealth and are now asking “What’s next?” this conversation will help you reframe the question you ask your advisor from “How much can you make me?” to “How will you be there for me and my family when it matters most?”
Chapter Summaries:
(00:00)
Importance of building a supportive team and focusing on "who, not how" in navigating life's challenges with trusted professionals and individuals.
(09:37) Launching Into Life 3.0
Retirees transition into new phase of life, living their "why" with higher spending and difficulty making office visits.
(16:55) Living Your Why
Retirees like Hank and Jill often live vibrant lives, embracing their unique abilities and finding fulfillment in creative pursuits.
(29:23) Navigating Life's Financial Challenges
Having a trusted financial advisor is crucial for navigating life's challenges, similar to the security provided by insurance.
Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode. You can follow us on Instagram @thewholewealthjourney.
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