What if retirement isn’t just about money—but about meaning? In this episode, Chris Swan, Ralph Short, and Tim Short unpack the deeper dimensions of retirement planning. They explore how aligning financial strategies with personal purpose can lead to a more fulfilling post-career life. From setting clear goals to managing healthcare costs and de-risking investment portfolios, the conversation emphasizes a holistic approach. It’s not just about securing your future—it’s about designing it with intention, clarity, and care.
Join the Short's for the First Friday Happy Hour on September 5th: "One Big Beautiful Bill", Retirement, & You!, register now at Welcome Home FP Events.
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