Retirement Planning: What are you retiring TO and not FROM?

Episode 44

Description
Reid Trego and Tara Bruce, Content Creator and Creative Brand Manager at Goodwin Investment Advisory, discuss the importance of retiring to something meaningful rather than simply running away from work. They emphasize the need for purpose and intentionality in retirement, beyond just financial considerations. They also touch on questions about how to manage your time, maintain and create new relationships, find new passions and curiosities, and decide where to live in retirement. The transcript highlights the fear that some people have around retirement due to a lack of ongoing conversations and planning. Click the title to read the blog on this topic, “What Are You Retiring To?”

The podcast discusses the importance of preparing for retirement and finding purpose beyond work. It highlights the challenges faced by empty nesters, particularly moms who may have focused on raising their children and now are given a new opportunity to find meaning and purpose in something else. The conversation emphasizes the need to find meaning in retirement through hobbies, intellectual stimulation, and maintaining relationships. The hosts mention a Retire by Design Workshop series Tara is designing to help people navigate this stage of life.

Goodwin Investment Advisory is now offering a free second opinion on your retirement plan and if you schedule this call you will be speaking with Tara to complete a quick assessment. If you have a growing portfolio of $300,000 or more and would like a second opinion, please schedule a call here. After the call, one of our advisors will follow up with you to share action items and next best steps. If you are not ready yet, and just want to subscribe to our blog you can text BLOG to 66866 to join.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.