What are you retiring TO and not FROM?

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 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 some people’s fear of retirement due to a lack of ongoing conversations and planning. Click the title to read the blog “What Are You Retiring To?”

The podcast discusses the importance of preparing for retirement and finding purpose beyond work. It highlights the challenges empty nesters face, 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 offers a free second opinion on your retirement plan. If you schedule this call you will be able to speak with Tara to complete a quick assessment. If you have a growing portfolio of $500,000 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.

For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.

Goodwin Investment Advisory is an SEC-registered investment adviser (CRD #131193), and this episode is produced by evanced.net. This podcast is for informational purposes only and is not investment advice or a recommendation to buy or sell any financial products, securities, digital assets, or other investments. It should not be used as the basis for any financial decisions. The host and/or guests may personally hold investments mentioned in this episode. All investments involve risk, and past performance does not guarantee future results. Please consult with a qualified financial adviser, tax professional, and attorney before taking action on any information shared.

By Tim GoodwinPublished On: January 13th, 2024