The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
Episodes
Tuesday Sep 14, 2021
#03 - Designing an Ideal Retirement, Part 2
Tuesday Sep 14, 2021
Tuesday Sep 14, 2021
Finding the ideal retirement is best viewed from a well-being framework which includes three domains of well-being: financial or physical, health, and inner well-being or fulfillment. We provide various tips or words of encouragement in finding fulfillment in retirement, including the idea that it is never too late – or too early – to begin thinking about the ideal retirement. Experimentation, being open and adaptable to new opportunities, and crafting a retirement built around your uniqueness are critical for finding true happiness.
Adopting the right mindset is also critical to gaining a successful retirement. This includes putting the past behind us, having a growth mindset, and not viewing your age as a chronological age are among some of the key mindsets to practice.
In this episode, Steve and Mel discuss the following:
- What is the ideal time to begin thinking about retirement?
- Why one’s mindset is more important than the size of one’s portfolio in finding true fulfillment in retirement.
- Ideas on how to visualize your unique retirement and observations on overcoming fears about retirement.
- What we can do about setbacks in retirement.
- What is a growth mindset, and how it can serve us well in retirement?
Resources:
- Visit our corresponding blog: Oasis Wealth Insights Blog.
- Mitch Anthony’s New Retirementality.
- Ernie Zelinkski’s How to Retire Happy, Wild, and Free.
- The Retirement Challenge: A non-Financial Guide From Top Retirement Experts.
Connect With Steve Martin or Mel Bond
- steve.martin@oasiswealthplanning.com
- (615) 881-3954
- mel.bond@oasiswealthplanning.com
- (615) 397-4504
- oasiswealthplanning.com
Want to speak to a fiduciary financial planner?
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