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November 19, 2024 19 mins
In this episode, Shawn discusses:
  • The importance of financial security in retirement
  • Health and its role in a fulfilling retirement
  • Building and maintaining meaningful relationships
  • Finding purpose and passion after a career
  • The role of generosity in personal happiness

Key Takeaways:
  • Financial security in retirement requires a well-planned income stream, covering essential expenses, discretionary spending, and future risks like inflation and taxes.
  • Maintaining physical and mental health through regular exercise, balanced nutrition, medical care, and mentally stimulating activities ensures retirees enjoy their years fully.
  • Developing and nurturing meaningful relationships with family, friends, and communities provides emotional support and a sense of belonging.
  • Identifying new passions and purposes through hobbies, volunteer work, or personal interests helps retirees transition from career-focused lives to fulfilling lifestyles.
  • Acts of generosity, such as donating time, skills, or resources, contribute to personal fulfillment and positively impact others and communities.
  • A happy retirement is a holistic experience that balances financial stability, health, relationships, purpose, and generosity, creating a life that is both secure and deeply fulfilling.

"A happy retirement is more than just financial security; it's a holistic experience that encompasses health, relationships, purpose, flexibility, and generosity." — Shawn Maloney
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:WebsiteYouTubeLinkedInInstagramFacebook
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25
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