The Retirement Risk Show

From Work to Wonder: The Transition of Retirement with Fritz Gilbert

November 24, 2023 Dave Hall, CPA Season 1 Episode 99
The Retirement Risk Show
From Work to Wonder: The Transition of Retirement with Fritz Gilbert
Show Notes

A lot goes into retirement planning... more than just planning when. And with the financial risks being huge, knowing how you want to spent your retirement is something to consider...

During this episode, Dave Hall is joined by special guest Fritz Gilbert to discuss the key to a successful retirement. They delve into the importance of addressing both financial and non-financial aspects of retirement, finding purpose and fulfillment, building relationships, and making intentional choices for a fulfilling retirement lifestyle. Fritz shares insights from his Retirement Manifesto blog and highlights the need for trial and error in finding passions and interests. They also discuss the significance of choosing the right location and aligning it with desired activities and lifestyle. Tune in to discover the keys to a successful retirement and how to make the most of this incredible stage of life.

Key Takeaways:
1. Retirement is not just about financial planning; it's equally important to find passion, purpose, and fulfillment in retirement.
2. Building relationships and maintaining a positive mindset are crucial for a satisfying retirement.
3. When considering where to live in retirement, align your desired lifestyle with your location and establish connections beforehand.

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