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July 17, 2025 13 mins

When it comes to planning for retirement, we often obsess over dollars and cents. But what if the most valuable resource isn’t money at all, but your time? In this episode, Lee shares two compelling client stories that illustrate just how differently people approach time and wealth. One couple clung tightly to their growing nest egg, postponing their dreams until it was too late. Another took a leap of faith, prioritized experiences, and now lives a life full of travel, generosity, and joy.

Are you stuck in the mindset of saving for someday, or are you prepared to start living now? Today, Lee challenges what you might think it means to be “ready” for retirement. He unpacks the emotional weight of financial decision-making and offers a clear call to action: use your resources while you still have time to enjoy them.

 

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

🏔️ The sad story of a dream mountain house that never got built

💸 How over-saving can rob you of the joy you already earned

🎉 A couple with less money, but more memories, thanks to confident planning

👨‍👩‍👧‍👦 Why giving money to grandkids now might be more rewarding than leaving an inheritance

 

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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