Designing Your Retirement: Aligning Life Goals with Financial Planning скачать в хорошем качестве

Designing Your Retirement: Aligning Life Goals with Financial Planning

About the Guest(s): Amy Irvine is the CEO and founder of Rooted Planning Group, a dynamic organization focused on aligning financial planning with life goals. With extensive experience in financial advising, Amy has carved a niche for herself by integrating life design with financial strategy. A firm advocate for actionable and personalized financial planning, Amy is deeply involved with Money Quotient, where she assists individuals in bridging their life aspirations with their financial plans. She brings a wealth of knowledge and a unique perspective on retirement planning, promoting a holistic view that encompasses more than just financial stability. Episode Summary: Join Amy Irvine, the visionary CEO of Rooted Planning Group, in this engaging debut of the "Retirement Design" series on Money Roots. This episode lays the groundwork for understanding how life's design intersects with financial planning, particularly as one approaches retirement. By leveraging her expertise and the insights from Money Quotient, Amy guides listeners to view retirement as a life phase that requires thoughtful preparation, far beyond financial readiness. This episode sets out to redefine the traditional perceptions of retirement, encouraging both current retirees and younger listeners to envisage a fulfilling life post-retirement. The podcast episode delves into why planning for retirement needs to extend past monetary considerations. Amy Irvine shares statistics and demographics illustrating the longevity and societal shifts that beckon us to rethink retirement paradigms. One key assertion from Amy is that "life is about events supported by your dollars and cents." This episode of Money Roots is enriched with insights about retirement practice, longevity statistics, and transformative life in retirement. Amy introduces a guide/workbook for personal introspection on retirement, emphasizing the psychological transition into retirement as significantly as the financial aspect. Through her expert lens, Amy implores listeners to design their retirement life proactively, seeing it as a transition, rather than an end. Key Takeaways: • Retirement should be designed proactively as a significant life transition, not merely a financial milestone. • Life expectancy has increased significantly, influencing the need for a broader retirement strategy that includes social networks and active lifestyles. • Practicing retirement in the year preceding actual retirement can aid in adjusting to new routines and discovering fulfilling activities. • A higher emphasis on personal development and social connections can enhance life satisfaction more than financial gains alone. • Retirement is a continuous design process, and individuals should remain flexible, allowing their plans to evolve and change as needed. Notable Quotes: • "Life is about events supported by your dollars and cents." • "The older you get, typically the longer your life expectancy is." • "It's not just the size of your portfolio but the size of your social network that affects life satisfaction." • "Retirement should be thought of as a major life transition deserving thought and preparation in all areas." • "You get to design life in retirement...and you know what? It can change." Resources: • Rooted Planning Group (https://rootedpg.com) • Money Quotient (https://www.moneyquotient.org) • AARP Study: "Baby Boomers Look Forward to Toward Retirement" Stay tuned for more insightful episodes in the "Retirement Design" series on Money Roots, where Amy Irvine will continue to offer practical exercises and thought-provoking insights to design a fulfilling retirement. Don't miss out on the upcoming parts of this series and keep striving for a balanced and enriched financial life.