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6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250
- 2024/08/30
- 再生時間： 24 分
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あらすじ・解説
I frequently talk about what you should do to prepare for retirement and how to handle the years leading to retirement. But I rarely talk about what to do during retirement because I haven't experienced it. [bctt tweet="Retirement will be different than you expect. How? Learn more in episode #250 of Best in Wealth! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username="wellensscott"] So when I came across Fritz Gilbert’s article, “6 Lessons from 6 Years of Retirement,” I knew I had to talk about it. In the article, Fritz talks about the surprising things he’s learned six years into retirement. I’ll cover the fascinating lessons in this episode of Best in Wealth. Outline of This Episode
Lesson #1: Retirement is complex When you retire, you have far fewer external influences than during your working years. Money issues are top-of-mind during the early phase of retirement. It’s scary moving from collecting a paycheck for 30+ years to starting to live off of your nest egg. But Fritz believes that true value comes by figuring out all of the non-financial issues in retirement. [bctt tweet="Your mindset matters a lot in retirement. Find out why in episode #250 of Best in Wealth! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username="wellensscott"] Lesson #2: Retirement changes with time Your experience will change as you move from the honeymoon stage to more advanced stages. The changes will last for years and will be different than what you expect. Your retirement plan will change. Your new reality requires a new approach. Embracing the challenge is part of the fun. Why not enjoy the new life? You get to experiment as you face the changes. Lesson #3: Retirement will be different than you expect I spend a lot of time talking about retirement goals with my clients. Whether it’s traveling, spending...
- [1:06] Thank you for being loyal listeners!
- [1:36] What should you do during retirement?
- [4:52] Lesson #1: Retirement is complex
- [7:47] Lesson #2: Retirement changes with time
- [10:45] Lesson #3: Retirement will be different than you expect
- [14:17] Lesson #4: Your priorities will change throughout retirement
- [17:45] Lesson #5: Your mindset matters a lot
- [18:58] Lesson #6: Retirement can be the best years of your life
Lesson #1: Retirement is complex When you retire, you have far fewer external influences than during your working years. Money issues are top-of-mind during the early phase of retirement. It’s scary moving from collecting a paycheck for 30+ years to starting to live off of your nest egg. But Fritz believes that true value comes by figuring out all of the non-financial issues in retirement. [bctt tweet="Your mindset matters a lot in retirement. Find out why in episode #250 of Best in Wealth! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username="wellensscott"] Lesson #2: Retirement changes with time Your experience will change as you move from the honeymoon stage to more advanced stages. The changes will last for years and will be different than what you expect. Your retirement plan will change. Your new reality requires a new approach. Embracing the challenge is part of the fun. Why not enjoy the new life? You get to experiment as you face the changes. Lesson #3: Retirement will be different than you expect I spend a lot of time talking about retirement goals with my clients. Whether it’s traveling, spending...