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Lessons For a Successful Retirement

RL177–Lessons For a Successful Retirement


In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down a recent Wall Street Journal on what it takes to achieve a happy and successful retirement. They cover lessons on how to retire better according to retirees who learned the hard way, as well as ways retirement can lead to loss of identity.


[00:00] Introduction

[03:09] What Retirees Regret Most About Retirement

[05:55] The Foundations of a Successful Retirement

[08:33] How to Start Planning For Retirement

[09:29] How Retirement Can Lead to Loss of Identity and Self-Worth

[11:05] Why You Need to Test-Drive Your Retirement

[13:02] The Science of Happiness

[16:51] Timing and Transitioning to Retirement

[21:45] Understand That Everyone's Situation is Different

[24:13] Retirement is Longer That You Think

[26:16] When to Start Taking Social Security

[29:20] Parting Thoughts


For more links and the full show notes keep scrolling down!


Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.


Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.


Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

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For other links to listen NOW! https://retirementlifestyleshow.com/show-notes/


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Full Show Notes:


How to Plan For Time in Retirement

Planning for your time is as important as planning for your money in retirement. Unfortunately, the industry and retirees only focus on the money part and neglect the time part. Yes, planning how much money you'll need to be comfortable in retirement is critical. But you also need to know how you'll spend your time to be happy. Think about the activities, hobbies, and interests that have always intrigued you or are eager to pursue. Maybe you've always wanted to learn an instrument, go back to school, or explore your artistic side. Retirement is the perfect time to indulge in these passions and dedicate time to activities that light up your soul.


So while planning for the money aspect of your retirement, also plan for the time. And keep in mind that retirement is a journey; plans may evolve with time. Stay open to new opportunities, embrace spontaneity, and be willing to try new things.


Links and Resources:


All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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