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November 3, 2020 39 min

How do you define retirement success?

Your financial assets are important, but that’s only one piece of the puzzle. We’ve seen plenty of people retire with all the money they need to never work again, but that doesn’t change that they’re miserable. And here on Retirement Resource, we don’t consider that a successful retirement.

So we need to make a plan to create meaning, excitement, and fulfillment after you retire. It may sound weird to make a plan for all that — especially if you didn’t need to plan that into your life before — but a lot of things are about to change.

To help us figure out this non-financial aspect of retirement planning, we’re going to talk to Robert Laura, founder of the Retirement Coaches Association and the author of numerous retirement books, including the Naked Retirement series.

 

Discussion Topics

  • “A Pandemic Upshot: Seniors Are Having Second Thoughts About Where to Live”
  • “Meeting New People and Dating During Retirement Years”
  • Are there opportunities to convert your assets to a Roth IRA?
  • How COVID-19 has changed retirement
  • The psychology of retirement
  • Passing on wealth doesn’t ensure wisdom
  • Leaving video messages for your family and future generations
  • The Legacy Notebook
  • How do you pick out a financial advisor or retirement coach?

  •  

    Resources:

  • Retirement Coaches Association
  • The Legacy Notebook
  • Read Robert’s Forbes articles

  •  Social:
  • Robert Laura - Facebook
  • Robert Laura - LinkedIn
  • Robert Laura - Twitter
  • Beau Henderson - Facebook
  • Beau Henderson - LinkedIn
  • Beau Henderson - Twitter

  •  About Beau Henderson:

    Beau Henderson is a retirement consultant, money and business coach, best-selling author, radio host, and Founder of RichLife Advisors. He has helped over 3,000 clients to not just improve their relationship with money, but to live their unique definition of a fulfilled life with purpose. RichLife Advisors helps clients across the United States approaching retirement with a strategy to:

  • Save more money
  • Pay less in taxes
  • Properly address the 12 components of creating a successful retirement
  • Protect the people and things that they care about the most
  • Live their unique definition of a RichLife in retirement

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