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May 14, 2025 16 mins

What would your 70-year-old self tell you today? In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider share lessons drawn from client conversations about the 3-legged stool of life (time, health, and wealth) and why you rarely have all at once. They explore how to make the most of each stage of life, protect your time, and ensure you’re building both meaningful experiences and lasting security.

From redefining work-life balance to making smarter spending decisions, this episode blends practical financial planning with the deeper, non-financial factors that drive fulfilling retirements.

We share actionable ways to:

  • Maximize the “two legs” of the time/health/wealth triangle you have in each stage of life
  • Use the power of saying “no” to protect your time and focus on what matters most
  • Balance meaningful purchases and experiences with long-term financial security
  • Build and maintain connections—your “social wealth”—for a more fulfilling retirement
  • Retire to something, not from something, by creating purpose, goals, and engagement beyond work

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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversificati...

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