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Beyond the Numbers: Life Planning for Retirement

When it comes to retirement, most conversations focus on the financial side—things like income planning, Social Security timing, withdrawal strategies, and tax-efficient investing. But true retirement readiness goes beyond the numbers. In this episode, Tim Ulbrich, PharmD, is joined by Tim Baker, CFP® and Registered Life Planner, to discuss how life planning helps you design a retirement filled with purpose, meaning, and fulfillment—not just financial security. Tim and Tim cover: 💡 What life planning is and how it complements financial planning 💡 How to navigate the personal transition from work to retirement 💡 Practical ways to align your money with your values and goals in this new season of life Whether you’re approaching retirement or simply thinking ahead, this conversation will help you see how life planning can make the next chapter not only financially sound but deeply satisfying. ✔️ Mentioned on the Show Your Financial Pharmacist: https://yourfinancialpharmacist.com/ Book a Free Discovery Call with Your Financial Pharmacist: https://yourfinancialpharmacist.com/d... YFP 394: Crafting a Rich Life in Retirement: Insights from David Zgarrick, PhD: https://yourfinancialpharmacist.com/y... Vanguard Study Advisor’s Alpha - https://advisors.vanguard.com/advisor... Changes in US Family Finances from 2019 to 2022: The Federal Reserve Board of Governors - https://www.federalreserve.gov/public... 💻 YFP Money Matters Newsletter Get financial tips, money resources & the latest podcast episodes straight to your inbox every Friday morning: https://yourfinancialpharmacist.lpage... 🚀 Work With the YFP team We offer fee-only financial planning for pharmacists. Learn more and book a free discovery call: https://yourfinancialpharmacist.com/b... Learn more and book a free discovery call: https://yourfinancialpharmacist.com/meet 🤳 Connect With YFP LinkedIn:   / your-financial-pharmacist   Instagram:   / yourfinancialpharmacist   Facebook:   / yourfinancialpharmacist   🔔 Subscribe & Don’t Miss an Episode    / @yourfinancialpharmacist   🔗 Other YFP Money Resources https://yourfinancialpharmacist.com ▶️ Chapters 00:00 Introduction to Life Planning 01:10 The Emotional Transition to Retirement 01:55 Balancing Financial and Personal Goals 05:29 The Importance of Community and Hobbies 15:13 The EVOKE Methodology Explained 19:08 Integrating Life Planning into Financial Planning 26:13 Continuous Goal Setting in Financial Planning 28:15 The Heart's Core Grid Explained 33:49 Ideal Schedule for Retirees 43:56 Balancing Financial and Life Plans 48:47 Final Thoughts and Services Offered 📝 Disclaimer The content in this podcast is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. Information in this video and corresponding materials should not be construed as a solicitation or offer to buy or sell any investment or related financial products. We urge listeners to consult with a financial advisor with respect to any investment. Furthermore, the information contained in our archived newsletters, blog posts, videos and podcasts is not updated and may not be accurate at the time you listen or read. Opinions and analyses expressed herein are solely those of Your Financial Pharmacist (unless otherwise noted) and constitute judgments as of the dates published. Such information may contain forward-looking statements, which are not intended to be guarantees of future events. Actual results could differ materially from those anticipated in the forward-looking statements.