Podcasts about happy retirement

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. -----  Retirement planning isn't just about numbers—it's about lifestyle, relationships, and finding purpose. In this episode, I sit down with Christine Benz, Morningstar's Director of Personal Finance and the author of How to Retire, to explore the often-overlooked aspects of retirement beyond just saving and investing. We discuss how retirees can prepare for the social and psychological shifts that come with leaving the workforce, why spending in retirement can be just as challenging as saving, and the biggest disagreements among experts when it comes to managing your money in later years. Listen now and learn: ► Why the transition from saving to spending is so psychologically difficult ► The importance of relationships and social networks in retirement ► The most debated strategies for generating retirement income ► How to prepare for the cognitive challenges that come with aging Tune in for an insightful conversation that will help you build a retirement plan that's both financially sound and personally fulfilling. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (02:43) Introduction: Christine's New Book & Why She Wrote It (04:57) Under-Discussed Factors in a Happy Retirement (08:19) Overcoming the Fear of Spending in Retirement (11:03) The Role of Relationships & Social Networks (13:47) Biggest Disagreements Among Retirement Experts (17:37) Should You Work Longer or Retire Early? (23:14) Christine's Bucket Approach to Portfolio Withdrawals (28:56) What Was Missing from the Book? (32:16) The Future of Retirement Planning   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

What would you tell a younger version of yourself when you first came to Christ? Pastor Ed Hedding is entering a new season, and he will answer that question as he shares what he would say to his younger spiritual self if he could travel back to when he first accepted Christ. Pastor Ed will take us along on his time travel exercise with things he's learned on his spiritual journey in his last prepared devotional teaching on Mornings with Seth and Deb.! Happy Retirement, Pastor Ed!Donate to Moody Radio: http://moodyradio.org/donateto/morningshow/wdlmSee omnystudio.com/listener for privacy information.

Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and the Lead Financial Planning Nerd at Kitces.com. In other words, he's one of the savviest tax minds in the country. Jeff returns to the show today on Your Money, Your Wealth® podcast number 524 with Joe Anderson, CFP® and Big Al Clopine, CPA, with his thoughts on what will happen to taxes under the new administration, saving for retirement in a Roth IRA vs. a traditional IRA, managing inherited retirement accounts, and the future viability of Social Security. Plus, what should you do with required minimum distributions when you don't need the money to live on? How do you calculate the maximum amount you should convert from your retirement account to a tax-free Roth account, and how much should you convert - or not - to keep RMDs under control? Finally, how can minor beneficiaries avoid probate? Free financial resources & episode transcript: https://bit.ly/ymyw-524 LIMITED TIME SPECIAL OFFER: DOWNLOAD The DIY Retirement Guide by Friday April 11, 2025! WATCH Take Control of Your Retirement Plan on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:05 - Will These Historic Low Tax Rates Be Extended? Insight from Jeff Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA 19:54 - Make These 3 Investments for a Happy Retirement and Watch Take Control of Your Retirement Plan on YMYW TV 21:06 - What to Do With Required Minimum Distributions When You Don't Need the Money to Live On? (Judi, San Diego) 24:40 - How Much NOT to Convert to Roth to Keep RMDs Under Control? (DH from SoCal) 32:26 - LIMITED TIME SPECIAL OFFER: Download the DIY Retirement Guide by Friday, April 11, 2025! 33:39 - How to Calculate How Much Roth Conversion I Should Do? (Joe, voice) 38:42 - How Can I Reduce My Required Minimum Distributions? (Joel, CA) 40:18 - How Can Minor Beneficiaries Avoid Probate? (Esther, San Francisco) 46:04 - YMYW Podcast Outro

Bill Fennelly in KC, Scott Dochterman was stuck in Ames, and a Happy Retirement - W H2

Money expert David Boyle joins Kathryn to talk about what kind of funds are really needed to live a comfortable retirement. 

Download our FREE Relationship Toolkit! Retirement can be a time of freedom and opportunity, but without asking the right questions, it might leave you feeling adrift. Taking the time to explore your goals and intentions will help you steer your retirement in the right direction. In today's video, we'll guide you through seven essential questions you need to consider to create a fulfilling and purposeful retirement. Don't risk feeling lost—start planning now for the retirement of your dreams! #retirement_transformed #retirementcouple #retirement BUY MARK'S BOOK! The Evolving Man: Life Virtues Men Don't Talk About USEFUL FINANCIAL TOOLS https://geni.us/new_retirement Use this link for a FREE 14 Day Trial! [Get the FREE Downsizing Guide] How to prepare to downsize your home

Unpack the keys to investing for a happy retirement by highlighting foundational principles like prioritizing stocks to combat inflation and the strategic use of diversified "dry powder" assets for stability. Tackle listener questions, exploring international investments, mortgage payoff strategies, long-term healthcare costs, and tax-efficient withdrawals. On today's episode, Wes is joined again by Christa DiBiase, the COO of Clark Howard, Inc. Wes zooms in on the need for patience and persistence in investing, advising against the pitfalls of impulsive decisions and ill-advised “perfection-chasing” behavior. Together, Wes and Christa attempt to equip listeners with strategies to navigate financial challenges, stay resilient, and retire sooner with confidence. Learn more about your ad choices. Visit megaphone.fm/adchoices

Retirement gives you back something precious: time. So, what's your plan for a full and happy retirement? On today's episode, organisational psychologist and retirement planning researcher Professor Joanne Earl shares practical strategies for this exciting new life chapter. They include: ·       what you need to think about (hint: it's not just your finances) ·       how to make the transition from work to retirement easier ·       hobbies, volunteering, or starting a side project ·       investing time in relationships and avoiding loneliness ·       prioritising physical activity and self-care.   Retirement is an opportunity to design the life you really want. Listen now to learn the strategies you need to achieve it. Liked the episode? Could you do 1 (or some?) of the below for us?

Will TikTok go dark this weekend? Will Elon Musk buy it? We game out the likely scenarios for the social media apps—and dig into the cybersecurity risks for both users and non-users alike. Bitcoin up 10% in the week before Trump's inauguration, just how high crypto can go this year, according to Standard Chartered. Plus, Bernstein analyst Toni Sacconaghi tells us where he's finding value in big tech in his final TV interview ahead of retirement. 

On this episode of Upticks, Jake and Cory discuss a potential powerful Roth strategy for savers, share four insights to a happy retirement, and explore how you may protect retirement income from inflation. They also cover tax-efficient charitable giving options for seniors. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

What does it mean to live a life of freedom – aside from having financial independence – in retirement? To go beyond the status quo, you need a clear vision and commitment to growth.  In this episode, we discuss:   How to define freedom, happiness, and joy The 70/30 rule and how it can help you be more time intentional What it means to “live generously” Today's article is from our very own blog titled, Freedom After 50: 7 Habits for a Happy Retirement. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/469 Rate & Review the Podcast: RetireWithPurpose.com/review

Shawn Maloney is a certified retirement planner, fiduciary, national bestselling author, and the president of Retire Wise. With twenty plus years of experience under his belt, he's helped countless people prepare for retirement and, more importantly, retire happy. Shawn is an author and podcast host of The Priority of Retirement. Check out Priority Of Retirement: Book: https://www.amazon.com/Priority-Retirement-Financial-Future-Wisdom/dp/196404 6068/ Podcast:https://podcasts.apple.com/us/podcast/the-priority-of-retirement/id1750754403 Connect with Shawn Maloney:Website: http://www.retirewisepro.com Facebook: https://www.facebook.com/ShawnMaloney.RetirementPlanning Twitter: https://x.com/RetireWisePro LinkedIn: https://www.linkedin.com/in/shawn-maloney-retire-wise/ YouTube: https://www.youtube.com/@retirewisepro Instagram: https://www.instagram.com/retirewise_llc/

The guys talk about Woj announcing his retirement and look ahead to 49ers-Rams.

Unlock the Key to a Fulfilling Retirement

Episode 548: Join Steve and Zach as they explore both financial and lifestyle components of a truly satisfying retirement. They also help you navigate the maze of Medicare as they break down its complicated coverage and costs. 

Joey Votto calls it quits. Addressing the Chris Bassitt comments. Where is Bo Bichette going to play next year? All that and MUCH MORE.

Chelsea's mom is retiring after 46 years at Michigan Cat!

In this episode of Financial Safari, Coach Pete and his team discuss essential strategies for preparing for retirement. They emphasize the importance of having a solid income plan, managing debt, and ensuring emotional readiness as one approaches retirement. The conversation also highlights the significance of identifying financial blind spots and making informed decisions to secure a stable financial future. Coach Pete shares insights on creating a spend and leave plan, the importance of confidence in retirement, and the need for a comprehensive approach to financial planning. In this episode of Financial Safari, the hosts discuss various financial strategies and concepts aimed at helping listeners secure their financial future. They emphasize the importance of financial education, particularly through webinars and resources available at CoachPete.com. The conversation covers dollar cost averaging as a method to mitigate market volatility, insights from the classic book 'The Richest Man in Babylon', and the necessity of creating a comprehensive retirement plan. The hosts also address listener questions, providing tailored advice for retirement planning and investment strategies.See omnystudio.com/listener for privacy information.

Our hero John Cena is leaving the Wrestling World behind him pretty soon as he announced his Farewell Tour at Money In the Bank. Mike D and I went over some of our favorite John Cena moments and we also talked about the "Please retire chants" we have been hearing over on AEW lately every time Chris Jericho makes an appearance. Our hero's are getting old people, but that doesn't have to be a bad or sad thing! John Cena retirementChris Jericho Retirement commentsFin Balor contract extensionWWE Injury list update

In the latest episode of the Simply Fit Podcast I have the pleasure of speaking with Sharon Rolph. Sharon is a retirement coach and the oldest guest ever of the Simply Fit Podcast at the age 76! Sharon spent over 50 years in the corporate world feeling relatively invisible but since retiring has dropped 50 lbs and has discovered her inner spark and now inspires others to do the same. In this episode you can expect to learn… How Sharon overcame the feeling of being invisible. What Sharon does to make herself feel 15 years younger than she actually is. Along with how volunteering can add more purpose to your retirement years. So without further ado, Sharon Rolph. WhatsApp Me About Coaching: https://wa.me/message/5XQONDOZJCKUE1 Connect with me on Instagram: https://www.instagram.com/elliothasoon/ Join my email list: https://mailchi.mp/0d9cb5771a96/ehc-weekly Find Sharon: Website: https://sharonrolph.com Volunteering: https://www.sharonrolph.com/volunteering-course Facebook: https://www.facebook.com/rolphsm Don't forget to subscribe too so that you don't miss any future episodes.

Dive into the recipe for a fulfilling retirement! We explore financial strategies, health habits for longevity, and tips to design a retirement that fuels your passions and keeps you engaged. Join us as we unlock the secrets to a happy and secure future.

Dive into the recipe for a fulfilling retirement! We explore financial strategies, health habits for longevity, and tips to design a retirement that fuels your passions and keeps you engaged. Join us as we unlock the secrets to a happy and secure future.

Think Like an Investor: The Key to Building Wealth and a Happy Retirement In this episode of Minute Mondays, we dive into the crucial question: Do you have to be an entrepreneur to build wealth and secure a happy retirement? The short answer is no. The real secret lies in learning to think like an investor. We explore why saving or earning your way to riches isn't the path to financial freedom, and how investing is the key to success. Discover the steps to start investing in yourself, understand the different investment avenues like stocks, real estate, Bitcoin, and mutual funds, and learn the importance of diversification. Tune in to find out how to shift your mindset from a consumer to an investor, and begin your journey to financial independence today.

Check out the top stories from the crazy chaotic, first week of NBA Free Agency! 00:00:00 Welcome 00:02:27 Paul George To Philly 00:12:22 What did the Clippers Do?/ Where Do They GO? 00:27:59 Mavericks moves, including Klay Thompson/ End of Warriors Era 00:36:01 Why Would Klay Turn Down The Lakers? 00:46:24 Isaiah Hartenstein to OKC 00:49:34 Lakers Non-moves and LeBron re-signing 00:55:41 Bronny's Role this year? 01:02:43 Eye opening Free Agent signings Spida, Chris Paul, Tobias Harris 01:23:52 Olympics 01:27:25 Are we done with “Not Like Us” 01:31:18 Happy Retirement to Kemba Walker 01:33:33 WNBA News

Buckle up! It's the end of the school year and we've got a podcast filled with reflections, advice, and learnings!First, Joel and Misty discuss King Kamehameha Day. If you live in Hawaii (first, #envious), then you probably already know many of the fun facts that they share about King Kamehameha and a few of his amazing accomplishments. Then it's time for the FINAL installment of Join Them on Their Journey. Grahame, Mike, and Maggie share their final reflections on the year, make plans for next year, (Happy Retirement, Mike!), and give some advice to their past selves. And then some of the Professional Learning team also offer their words of encouragement, advice, and reflections on their own school years. Summer is on its way - but not before you get the Math Joke of the Podcast! Enjoy!Send Joel and Misty a message!The More Math for More People Podcast is produced by CPM Educational Program. Learn more at CPM.orgX: @cpmmathFacebook: CPMEducationalProgramEmail: cpmpodcast@cpm.org

Fritz Gilbert has been retired for years and has not only written a book and blog, but also demonstrated how to live a good life post W2 employment. Today we discuss the seven secrets of a happy retirement. Fritz's wisdom not only is for those wanting to retire, but also for those at the beginning of their career. (Rewind Episode) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Monk and Al are back to talk about Monk's 34 years of being on the radio. Music: Will Stewart - Real Drag - Live in NorwaySponsors: www.manscaped.comPromo Code: PORCHTALKwww.calderalab.com/porchPromo Code: PORCHSubscribe, rate, and review the show!Support this podcast at — https://redcircle.com/porch-talk/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Sedano & Kap start off the show with some Crosstalk with Mason & Ireland. The guys react to the news of Aaron Donald retiring - what does this mean for the Rams??? Jorge and Kappy have officially been approved to attend Caleb Williams' pro day at USC next week... Kap explains how he's going to be a professional, contrary to Jorge's belief... POSITIVE AFFIRMATIONS

After 35 years of reporting on traffic with ABC7, Roz Varon announced that she will retire in April. Roz is a pioneer for women in broadcasting and joins Steve Dale to reminisce on her career.

Today's show is brought to you by PrizePicks, the easiest way to play daily fantasy. All first time users who deposit and use the promo code ANDY will receive a 100 percent instant deposit match up to $100. If you deposit $100, PrizePicks will give you $100. Visit https://prizepicks.onelink.me/ivHR/ANDY 0:00 Intro 2:22 Court Storming 101 13:23 Tennessee Wins vs NCAA 20:12 Texas A&M Head Coach Mike Elko Joins 35:26 Texas A&M Schedule Outlook 38:45 Tyler Horka from Blue and Gold Join 1:07:12 Happy Retirement, Peter King Texas A&M Mike Elko is today's special guest, and he talks taking over in College Station with a roster that he knows quite well because he was the Aggies' defensive coordinator before he left for two seasons as Duke's head coach. Elko explains the differences in taking over a program with no prior experience there and one where he's familiar. He also explains why one of the most accomplished strength coaches in the sport called him looking for a job. Before Elko visits, we need to talk court/field storming. We've talked about it multiple times on the show, and the inevitable happened Saturday when Duke's Kyle Filipowski was injured when Wake Forest fans stormed the court after beating Duke. Andy explains why this probably won't stop court/field storming, but it might convince athletic departments to have a better security plan to ensure players get off the floor/field. Andy also breaks down the massive loss for the NCAA in federal court on Friday. A judge in Tennessee issued a preliminary injunction that essentially pauses the NCAA's ability to enforce its name, image and likeness rules. Will this finally convince schools to start moving toward the more sensible method of schools paying players directly? Tyler Horka of On3's Blue and Gold joins to explain what the potential changes to the College Football Playoff could mean for Notre Dame. Tyler also helps us dive into Notre Dame's schedule to determine whether the Irish can go over the 9.5 win total set for them earlier this month. Want to watch the show instead? Head on over to YouTube and join us live, M-F at 8 am et! https://youtube.com/live/U0rYdpstgVQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Tips For A Happy Retirement Retirement can be the most enjoyable time in one's life or it can be a boring, stifling period without purpose. The way we structure our retirement years is an individual decision that, according to Dr. B. , should be planned well in advance of the first day of retirement. Listen as Dr.  B.  and his guest Margaret as they give tips on how to turn one's retirement into the golden years of happiness!---Welcome to The Breakdown with Doctor B., a psychologically healing conversation with well-known psychiatrist Arthur Bregman MD.  Every week Dr. B. and host Linda Corley break down issues and problems from a mental health perspective. From the incessant stresses of the pandemic to untangling relationship problems, Dr. B's years of experience help piece together the messiest of life's problems.

Have you ever rushed to get somewhere, only to realize you forgot to enjoy the ride? That is what happens to us when we don't have beautiful patience. We spend 20-30 years of our lives rushing and worrying about our money, and then when we retire, we realize we missed most of our lives for nothing. In this episode, I talk about 3 ways to have beautiful patience when investing, so you can enjoy your present and your future.

Have you ever rushed to get somewhere, only to realize you forgot to enjoy the ride? That is what happens to us when we don't have beautiful patience. We spend 20-30 years of our lives rushing and worrying about our money, and then when we retire, we realize we missed most of our lives for nothing. In this episode, I talk about 3 ways to have beautiful patience when investing, so you can enjoy your present and your future.

Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what's driving it? (00:21) Ricky Mulvey and Jim Gillies discuss: - What to watch as big tech companies report. - Concentration in the Magnificent Seven. - Questions about Flutter Entertainment's share count and debt load. - The switching incentives in sports betting. Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement. Epic Bundle Discount: www.fool.com/epic198 Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089 Companies discussed: AAPL, MSFT, FLUT Hosts: Ricky Mulvey, Robert Brokamp Guests: Jim Gillies, Michael Finke Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Retirement is not just about financial readiness; it's also about finding purpose, passion, and personal growth. James and guest Cynthia Meyer debunk the arrival fallacy, the illusion that reaching retirement will bring lasting happiness. Having structure in retirement and pursuing your passions is vital to feeling fulfilled. Although it's easy to fall into comparing our retirement experiences to those around us, this is a dangerous trap. Finding what's truly important to you and following that will lead to much greater happiness.Questions Answered:What is the arrival fallacy?How can retirement coaching help you find freedom and fulfillment in retirement?Timestamps:0:00 - Arrival fallacy1:25 - Retire…then what?3:58 - Structure in 4 chunks6:06 - Risks of no structure7:59 - Procrastination9:35 - Finding your passion12:33 - Microsteps and consistency14:32 - Prodding the brain17:01 - Not just for retirement20:33 - Passion follows commitment22:43 - Experiment and be flexible24:20 - Be careful of stereotypes26:17 - Rewire retirement28:08 - Advice and resourcesCreate Your Custom Strategy ⬇️ Get Started Here.

This past summer, my wife and I took our son to the Santa Barbara Zoo, about two hours north of Los Angeles. The featured attraction is a miniature train that runs the perimeter. The train conductors act as tour guides, animal advocates, and stand-up comedians. My happy retiree radar was beeping like crazy, and it turned out to be accurate. So, a few months later, I returned to the zoo with all my recording equipment and caught them in action. In his primary working years, train conductor Pete Georgi was the co-owner of the Santa Barbara Insurance Agency and President of the Board of the Carriage and Western Art Museum of Santa Barbara. Andy Liepman spent thirty years at the CIA (Central Intelligence Agency) and ended up as the Deputy Director of the US National Counterterrorism Center. But now, they're just two guys who wear overalls and drive a miniature train. And they wouldn't have it any other way. 00:00-Start 02:50-About our guests 07:40-How'd you wind up here? 09:28-Biggest lesson 13:34-About the train 15:10-You do what you want 16:55-Did you have a plan? 17:35-Social aspects of retiring 18:05-Getting your identity back 19:35-You have to DO something 21:54-Pete and the Condor 24:54-Less limitations 27:40-A happy retiree is a busy one Learn more about your ad choices. Visit megaphone.fm/adchoices

December 1st, 2023  Legendary broadcaster Marv Albert calls in for Fernando's last day before retirement. Follow us on Facebook, Instagram and X Listen to past episodes on The Ticket's Website And follow The Ticket Top 10 on Apple, Spotify or Amazon Music See omnystudio.com/listener for privacy information.

On this week's Money Matters, Scott and Pat discuss the specific factors that spawn satisfaction and joy in retirement. An Ohioan who is getting married asks whether she's better off renting out her home instead of selling it. Allworth regional director Brian James comes on the show to discuss one of the most misunderstood parts of an IRA. Finally, a caller whose wife is going blind wants to know when they should take a state pension.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

What makes for a happy retirement? According to Merrill Lynch, “Only 51% of 25–34 year olds say that they often feel happy compared to 76% of people ages 65–74.” So what makes them happy? An article entitled “Why 72% of Retirees Are Happy” talks about three financial traits and six non-financial traits of happy retirees. What are these 9 traits? Find out what they are—and if you're implementing them—in this episode of Best in Wealth. [bctt tweet="What are the 9 traits of a happy retirement? I'll fill you in on the secret in this episode of Best in Wealth! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username=""] Outline of This Episode [1:05] What things make you happy? [5:19] 3 financial traits that make for a happy retirement [8:44] 6 non-financial traits of happy retirees [17:07] Why planning your retirement is important 3 financial traits that make for a happy retirement Fritz from The Retirement Manifesto grabbed his information from a book called “What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life.” What are the three traits? Having at least $500,000 in liquid assets: The book must be a bit older because most people want at least $1 million of liquid assets. Most should strive for $2 million or more, depending on your retirement plan. Fill in the blank: What should your number be? Having your mortgage paid off: I work with countless retirees. This definitely makes for a happier retiree. It's a large burden lifted off your shoulders. But, if you refinanced at a low rate, it might not be in your best interest to pay off your mortgage immediately. Why? You could receive a higher interest rate by putting that money in a money market or high-yield savings account. Having multiple streams of income: If you have liquid assets, it counts as an income stream. Social security is another source. Perhaps you have a pension. What about annuities or rental income? Multiple income streams are imperative. What do you think of this list? [bctt tweet="There are 3 financial traits that will make for a happy retirement. What are they? Listen to episode #230 of Best in Wealth to find out! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username=""] 6 non-financial traits of happy retirees What non-financial traits will make you happier in retirement? Curiosity: Those who have a variety of hobbies and interests tend to be happier. It keeps you busy. Curiosity leads you to try new things. Purpose: According to “What the Happiest Retirees Know,” 97% of retirees with a strong sense of purpose were generally happy compared with 76% without that same sense. You have to figure out what your purpose in retirement is. What is near and dear to you? Social connections: Humans need relationships. Retirees who are not married are 4.5x more likely to be unhappy. If you're single, you need to build relationships—and many of them. Put yourself out there and try new things to meet people. The number of friends a retiree has is more correlated with...

Not for everyone!

06-23-23See omnystudio.com/listener for privacy information.

Tune in to hear:- Do certain people have a natural proclivity for deferring gratification for a greater reward at a later date (e.g. exercise and saving) or can this also be learned?- Is whether or not you are more forward-thinking or present-oriented hardwired in you from a young age?- What are some of the things that those who “get retirement right” might know that those who “get retirement wrong” don't?- Why is working in retirement important for many people and how might this look different from working pre-retirement?- What are the three pillars of retirement satisfaction and what can we do to prepare ourselves for the non-financial ones that are often overlooked?- What are some ways that we can spend money, smartly, that may make us happier?- How does Michael live his life differently based on the research he has done on retirement?http://www.michaelfinke.comCompliance Code: 1148-OAS-4/24/2023

Fritz Gilbert has been retired for years and has not only written a book and blog, but also demonstrated how to live a good life post W2 employment. Today we discuss the seven secrets of a happy retirement. Fritz's wisdom not only is for those wanting to retire, but also for those at the beginning of their career. Learn more about your ad choices. Visit megaphone.fm/adchoices