7 Key Areas to Focus on for a Fulfilling Retirement

2024-11-07

When you talk about retirement timing and how to remain retired, people often overlook at least one of seven key areas. The majority of them have nothing to do with money but they’re just as important as your savings account. We sent out this article in a newsletter to clients recently and got a good response, so today we want to elaborate on these seven factors that will help you lead a fulfilling retirement. Here’s what we cover in this episode: 0:00 – Intro 1:30 – The dollars and cents 3:12 – Staying active 5:30 – The psychologic...

We sent out this article in a newsletter to clients recently and got a good response, so today we want to elaborate on these seven factors that will help you lead a fulfilling retirement.

Here’s what we cover in this episode:

0:00 – Intro

1:30 – The dollars and cents

3:12 – Staying active

5:30 – The psychological side

7:48 – Social networking

14:10 – Personal experience

17:06 – Family decisions

The Key to Tax-Aware Planning: https://www.truewealthdesign.com/the-key-to-tax-aware-investing/

Check out the The Gap And The Gain: https://amzn.to/4eV7OgC

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