The Retirement Resource | The Path To A Purpose-Filled Retirement That Lights You Up

Today we're going to talk about how to start your grandkids off on the right foot financially. Now we’re not just talking about giving them a crisp $20 dollar bill – we’re talking about what (and how) we can teach our grandchildren to set them up for long term success.  

If we prepare our grandchildren, then by the time they get to adulthood and retirement, they might be in better shape than we are and they will have an oppor...

Today we’re talking about pitfalls that too many people fall into during retirement, which result in them losing money and/or fulfillment. You can use this as a checklist to see if you’re on course for a retirement that lights you up – and if you’re not on course, today is the day to right the ship.

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

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On today’s coaches corner, I sit down with Joe Schum to discuss the Happiness Spending Threshold – what does it mean for you to live within your means, and what does it mean to live a life that lights you up within those means?

DISCUSSION TOPICS

Today we’re talking about what you need to know before starting the transition into retirement, and we brought on a guest with a unique and valuable perspective on the topic – Not only is Tom Goglia an excellent retirement coach, he’s currently transitioning into retirement himself.

For many people, retirement is sudden. One day I’m working, the next day I’m retired. But a lot of things change physically, mentally, and emotionall...

Joe Schum joins the show for another Coach’s Corner, in which we talk about the Essentialist philosophy. This is an idea that comes from the bestselling book Essentialism: The Disciplined Pursuit of Less, written by friend of the show Greg McKeown.

Essentialism rejects the idea that “we can have it all,” instead suggesting that we should focus on “the pursuit of ‘the right thing, in the right way, at the right time.’”

It may s...

Today we’re joined by our resident retirement coaching expert, Founder of the Retirement Coaches Association, and President of the Certified Professional Retirement Coach Training: Bob Laura.

He’s going to shed some light onto what exactly retirement coaching is, and how coaching can help you create a retirement that lights you up.

DISCUSSION TOPICS

Today’s guest, Mary Blissard, is both an airline pilot and a retirement coach – yep, you read that right! It’s a unique combination, but it actually makes a lot of sense because airline pilots have a mandatory retirement age of 65. On top of the mandatory retirement age, it’s really easy for being a pilot, like many other professions, to become a defining part of your identity.

For the most part, these pilots are all set financia...

Everyone has a life strategy – even if it’s doing nothing.

But do you have a life and retirement strategy that that lights you up, excites you, and that you feel really good about?

We are joined once again by Coach Joe Schum from Soul Patch Hippo to discuss why we think designing a life strategy is so important, and how you can go about designing yours.

DISCUSSION TOPICS

Today’s topic is often overlooked, but very real – and it has just as much, if not more, to do with the transition planning and the strategy for a successful retirement than your income plan or tax strategy.

So today we are breaking down the seven key investments to winning the mental game of retirement.

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

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Today we're going to talk about the top concerns and questions that some of you have asked us about retirement.

If you want us to explore one of these topics further, or if your biggest concern was not addressed in this episode, let us know! You can go to AskBeau.com to send us a question, comment, or concern.

DISCUSSION TOPICS

Joe Schum joins us again to talk about the importance of building a Retirement Dream Team. You deserve a that team that supports you and your definition of a RichLife retirement, which may include financial planners, lawyers, accountants, personal trainers, or even life coaches.

We’re moving from the old passive model of retirement planning (which needs to change) to a very proactive model that puts you at the steering wheel of you...

In celebration of International Women’s Day (March 8th, 2018), we're talking about women in retirement! 80% of the people who live to be 100 are women, so it’s especially important that women inform themselves and become active participants in the retirement planning process.

DISCUSSION TOPICS

I first created The 12 Steps to Retirement success because, in the many phone calls and questions I have received over the years, I saw people focusing on the wrong parts of retirement planning. These 12 steps are all about creating an integrated strategy because if we focus on the right strategy and behaviors, we’re going to be in good shape.

To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast

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We're trained our entire lives to be productive, go to work, do well, set tasks, and accomplish things – and, really, most of that's taken away at retirement. Although we don’t often talk about it, it’s very common for people to grieve the loss of their job because they suddenly lose all of those things.

We want you to know that grieving your job is normal, and help you unpack some of what you’re feeling (or will feel).

We ...

Robert Laura – a retirement activist committed to changing the way people think about and prepare for every aspect of retirement and the Founder of the Retirement Coaches Association – joins us to talk about a very important topic: your Legacy.

We don’t just mean your financial legacy (the assets you will pass on), but your values, your beliefs, and stories that are important to you. These are the kind of things that create meaning...

Jared Weiss, President and CEO of NextPhase Financial, joins us to offer his insight into how you can maximize Social Security benefits.

DISCUSSION TOPICS

Today we discuss the seven best retirement resolutions for 2018. The New Retirement is about living a life that lights you up, and a big part of that is continuing to grow as a person (as opposed to waiting, reacting, and stagnating). By committing to these resolutions, we believe that you’ll not only grow, but also find more fulfillment and have more fun along the journey.

To learn more, and for the complete show notes, visit: Ric...

Welcome to The Retirement Resource, a show for people who want to live an exciting retirement that absolutely lights them up. I’m your host, Beau Henderson, and I’ve spent the last 15 years as a financial professional and coach helping individuals and couples prepare for successful retirement.

I believe that it’s your retirement, and nobody is going to take better care of your retirement than you – I'm just here to help facilit...