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May 28, 2025 17 mins

You’ve always been told to save for retirement, but can you go too far? Is it actually possible to over-save for the future? In this insightful episode, Lee answers a compelling listener question about what happens when saving becomes so aggressive that it starts to limit your lifestyle today. He dives into the emotional and practical downsides of over-saving, the dangers of comparing yourself to others, and how to strike a balance for long-term fulfillment.

If you’re maxing out your retirement accounts and feel like you’re living paycheck to paycheck, this conversation is for you. Lee offers practical insights for building a financial plan that includes your bucket list, not just your retirement date. Financial security isn’t just about having enough money later, it’s also about making the most of your life now. Life is short. Let’s make sure your plan reflects that truth.

 

Here’s what we discuss in today’s show:

💸 Why “saving more” isn’t always the right answer

📅 The emotional cost of deferring joy until retirement

📉 Warning signs you might be sacrificing too much today

🏖️ How to build a plan that supports both now and later

📊 Why financial planning should include your bucket list

 

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

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