On this episode of The Get Ready Money Podcast, I spoke with John Kailunas—author, podcast host, and CEO of Regal Holdings of America—about how creating a retirement mission statement helps you define your purpose after work.
💡 Key Takeaways:
🔹 Money gives you liberty to make the decisions you want to.
🔹 The importance of having purpose in retirement.
🔹 A retirement mission statement helps set a clear intention for your next chapter
🔹 Advisors can build stronger relationships by helping clients clarify their retirement purpose
🔹 Sharing your talent is one of the most impactful ways to leave a legacy
🔹 Human-centered planning will differentiate advisors in the age of AI
Connect with John Kailunas:
Book:
- Mission: Retirement: Ten Thought Provoking Exercises Leading to a More Purposeful and Fulfilling Retirement (Amazon)
Podcast:
- C4G Sales Success Podcast (Apple Podcasts)
Bio:
As a first-generation immigrant, John Kailunas II embraced the values of hard work, commitment, and trust from an early age. These principles laid the foundation for his flourishing career in the financial industry, which he began in 1988 on a kitchen table. Driven by ambition, John achieved the American dream and built a firm with over $3 billion in Assets Under Management (AUM) and Assets Under Administration (AUA). John’s most recent collaboration is the Mission Retirement workbook, co-authored with Kevin Berwald, CFP, ChFC, and CLU, CASL. This workbook is designed to assist individuals in navigating the complexities of a retirement journey that can last over 30 years. It emphasizes identifying what truly matters to you and your family, providing a clear framework for crafting a successful and fulfilling retirement plan tailored to unique goals.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Ruthie's Table 4
For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. “Foods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,” says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.