Retire on Purpose!
The Retire by Design program aims to address retirement fears and challenges, emphasizing the importance of creating an intentional plan before you retire on topics such as passions and core pursuits, how to spend your time, well-being, and everything beyond the dollars and cents of retirement.  It offers personalized planning with a retirement consultant as well as expeditions to help individuals and couples live the retirement of their dreams. Additionally, the program focuses on non-financial issues like social isolation, loss of identity, and finding meaning in retirement.


Retire by Design facilitator Tara Bruce discusses the importance of intentional pre-retirement preparation to ensure a smooth transition. They shared experiences of early retirees that needed proper planning, leading to unexpected challenges such as feeling irrelevant or unprepared financially. To combat loneliness and enhance overall well-being, the program highlights the need for activities that bring fulfillment and purpose in retirement years.


Interested individuals can join the workshop series by registering for the  event here. The website shares how to register  for the program and participating in an eight-week course with other members in the community in the same pre-retirement or recently retired stage of life.  The expeditions cover 8  essential topics for successful retirement planning. Integration with financial advising services is crucial for aligning retirement lifestyle goals effectively with financial means.


In summary, the Retire by Design program offers a comprehensive approach to retirement planning. By addressing non-financial aspects, the program aims to help individuals overcome common retirement concerns and make a meaningful transition into this phase of life.


If you want an expert who can give you sound advice and help you navigate how to best invest your wealth and plan for your retirement, reach out to us to schedule a quick call. One of our CFP® professional wealth advisors would love to discuss your individual goals and options with you. The first step in our process is to schedule a free 15-minute intro call with our Goodwin Investment Advisory consultant here
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.
By Published On: March 26th, 2024

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About the Author: Tara Bruce

Tara Bruce
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