The Long View Larry Jacobson ‘The Good Things in Our Life Are What Get in the Way of Great Things’ скачать в хорошем качестве

The Long View Larry Jacobson ‘The Good Things in Our Life Are What Get in the Way of Great Things’

Are you ready for retirement beyond the money? Join Christine Benz and Amy Arnott from Morningstar as they interview Larry Jacobson, retirement coach and author of "Your Ideal Retirement Workbook," who shares powerful insights on finding purpose and fulfillment in your next chapter. In this episode, you'll discover: ✅ Why most retirement planning gets it wrong (hint: it's not just about the numbers) ✅ How to identify your true passions using Larry's proven "Passion Quiz" framework ✅ The surprising reason "good things" prevent us from achieving "great things" ✅ Why your career identity may be holding you back from your dream retirement ✅ The 3 stages of retirement transition and how to navigate each one ✅ Practical exercises to create your personal retirement action plan ✅ How to find purpose and fulfillment beyond leisure activities ✅ Why most people wait too long to pursue their bucket list dreams Larry's incredible story: From Silicon Valley CEO to sailing around the world to becoming one of America's first non-financial retirement coaches, Larry shares how he helped found the Retirement Coaches Association and now helps others design their ideal encore careers. Perfect for: Pre-retirees in their 50s and 60s planning their next chapter Recent retirees feeling like "there must be more to this" Baby boomers seeking purpose beyond their careers Anyone wondering "what's next?" after decades of work High achievers struggling to let go of their professional identity Key Topics Covered: #RetirementPlanning #RetirementCoaching #PurposefulRetirement #LifeAfter60 #BabyBoomerRetirement #RetirementLifestyle #SecondAct #EncoreCareer #RetirementGoals #NonFinancialPlanning #FindingPurpose #LifeTransitions #RetirementIdentity #MeaningfulRetirement #RetirementVision Timestamps: 00:00 - Introduction to Larry Jacobson 03:45 - From CEO to sailing around the world 12:20 - The problem with traditional retirement planning 18:30 - Why we focus too much on money and not enough on purpose 25:15 - The Passion Quiz: Discovering what truly matters to you 32:40 - SWOT analysis for your retirement dreams 38:50 - Why "the good things" hold us back from greatness 45:20 - The 3 stages of life transitions 52:10 - Balancing big dreams with realistic health considerations 58:30 - The difference between pleasure and fulfillment 01:04:15 - Tips for public speaking and communication 01:08:00 - What's next for Larry Resources Mentioned: "Your Ideal Retirement Workbook" by Larry Jacobson "The Boy Behind the Gate" (Larry's sailing memoir) "Transitions" by William Bridges Retirement Coaches Association Free public speaking tips at ownthestage.org About the Guest: Larry Jacobson is a retirement coach, author, and speaker who specializes in the non-financial aspects of retirement planning. After a successful 20-year career in the incentive travel industry, he sold his company and spent six years sailing around the world. Now he helps professionals transition from their careers to purposeful, fulfilling retirement through his coaching practice and bestselling books. Subscribe for more retirement planning insights, financial wellness tips, and inspiring second-act stories! 👉 What's YOUR dream for retirement? Share in the comments below! Related Videos You Might Enjoy: Connect with Morningstar: Christine Benz on X: @Christine_Benz Amy Arnott on LinkedIn Email: [email protected] #RetirementPodcast #MorningstarInvesting #LongViewPodcast #RetirementWisdom #LifeAfterWork #BoomersRetiring #RetirementSuccess #PurposeDrivenLife #SecondChapter #RetirementDreams #CareerTransition #MiddleAgeWisdom #RetirementReadiness #LifePlanning #FindYourPassion