Are you preparing for a successful retirement? If you are, you’ll need to consider more than just your finances because 80% of a successful retirement has nothing to do with money. However, when people focus on retirement planning, money is often the only thing they focus on. In the retirement headlines segment this week, we’ll check out an article from Financial Advisor Magazine titled Right Way Retirement. This article takes a look at the non-financial aspects of retirement that many financial advisors miss when it comes to retirement planning.
In the listener questions segment, I answer a question from Majid about working while collecting Social Security. Make sure to tune in until the end to hear how to complete the earnings test so that you will understand how much you can earn and how to avoid Social Security penalties.
Outline of This EpisodeRobert Laura recently published an article in Financial Advisor Magazine about doing what it takes to create a successful retirement. The author noticed that most financial advisors that help people get ready for retirement focus solely on the financial aspect of this life change. However, retirement isn’t all about the money. He has noticed that advisors often have a blind spot for the areas of retirement that aren’t financially related. To truly prepare for retirement, people need to take a more holistic approach.
6 ways to create a successful retirementCreating a retirement plan that addresses all 6 of these areas can help you create a greater sense of satisfaction with your life in retirement. You don’t want to get into the thick of retirement and discover that there is something missing from your life. Start a more holistic approach to retirement planning now so that you can create a meaningful life in retirement.
Make sure to tune into the listener questions segment to hear about receiving Social Security while you are still working. You’ll learn just how important it is to know your full retirement age and how the Social Security Earnings test can help you keep the most from your benefit.
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Go Back to Bed [Rebroadcast]
Six Month Social Security Mulligan [Rebroadcast]
Do's and Don'ts for Your 7-Figure Retirement [Rebroadcast]
Special Announcement and What’s New for Medicare Open Enrollment, Ep #270
I Bought My House at the Peak, Now I Regret It… Ep #269
2023 Changes to Social Security Benefits, Ep # 268
The Father Of 4% Rule Doesn't Buy 3% Alternative, Ep #267
Dividends for Retirement Income? Read This First, Ep # 266
11% of Retirees Plan to Maximize Social Security, Ep #265
$2 Million Retirement Plan, Ep #264
Be Your Future Self Now, an Interview with my Coach, Dr. Benjamin Hardy, Ep # 263
Six Things to Consider Before You Move in Retirement, Ep # 262
The Inflation Reduction Act - What it Means for Retirees, Ep #261
All Things Social Security with Devin Carroll, Ep #260
Serena Williams Feels ‘No Happiness’ Retiring —Will You? Ep # 259
Planning for a Sabbatical Without Wrecking Your Retirement, Ep #258
Cities That Will Pay You to Leave Town, Ep #257
How to Pass On Your Passwords When You Die, Ep #255
Supporting Loved Ones Without Derailing Your Retirement, Ep # 254
7 Tips for Tax Loss Harvesting, Ep # 253
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