This will be a deeper-dive into an essential but often overlooked part of retirement planning — how you’ll spend your time.

Financial security is important, but having a purpose-filled routine is just as vital.

Things to Consider:

• Before you take the leap, try some “test drives” to find your ideal retirement routine.
• Unstructured Days: Try vacation days with no plans; reflect on how you feel about the flexibility.
• New Hobbies and Interests: Experiment with hobbies to find meaningful activities for retirement.
• Social Life Evaluation: Think about how you’ll stay connected post-retirement; consider new groups or clubs.
• Routine Adjustments: Try different daily routines to find what’s energizing.
• Emotional Reflection: Assess your mental state without work obligations to prepare emotionally for retirement.
• Coordinate with Your Spouse/Partner: Plan for both individual and shared time (if part of a couple).

Retirement is more than just free time. Set yourself up for a fulfilling, joyful retirement filled with purpose!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Welcome to Life Isn’t Lived on a Spreadsheet, where we explore the stories behind the numbers and dive deep into the personal side of financial planning. In today’s episode, Ryan Poterack and Charrise McCrorey challenge the traditional view of retirement and offer a fresh perspective on making the most of your golden years.

Whether you’re preparing to retire or simply looking for ways to plan for a fulfilling future, this episode is packed with insights to help you approach retirement in a meaningful way. We discuss why focusing solely on the financial aspects can overlook the bigger picture — your life’s purpose, your goals, and your legacy.

In this episode, we’ll cover:

• Why your values, fears, and experiences should drive your retirement planning
• How tax planning and asset allocation intersect with lifestyle choices in retirement
• The importance of embracing conflict in discussions about money and retirement
• Real-life examples of how to balance the practical and personal sides of planning for the future
• Practical tips to build a retirement plan that reflects your unique story and aspirations

By the end of this episode, you’ll gain valuable insights into aligning your financial goals with your personal values and how to make informed decisions that benefit both your wallet and your well-being.

We encourage you to engage with us! Have questions or want to share your thoughts? Reach out on social media or send us an email — we’d love to hear from you!

Tune in and discover how embracing the human side of retirement planning can transform your approach to your golden years.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More