Podcasts about lifestyle planning

Retirement brings new challenges and opportunities for managing finances wisely. Abe Abich discusses key aspects of retirement planning, including income, investments, taxes, healthcare, and estate planning. He emphasizes the importance of setting goals, sticking to them, and ensuring financial stability throughout retirement. Abich highlights the need for a comprehensive lifestyle plan to maintain purpose and fulfillment beyond financial security. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Planning for 2025 doesn't have to be overwhelming—it can be a powerful exercise in aligning your goals with your ideal lifestyle and long-term aspirations. In this episode, Alun Bedding provides actionable strategies and thoughtful insights to help you approach the year ahead with clarity and purpose. Whether you're aiming to elevate your career, find balance, or simply refine your approach to goal-setting, this episode is packed with ideas you won't want to miss. So, listen now and take the first step toward making 2025 your most impactful year yet. And if you found this episode valuable, don't keep it to yourself—share it with friends and colleagues who could benefit from these transformative strategies!

The complexity of core and pelvic health issues can be immense, often overwhelming and sometimes truly life changing.For some women there is some much deeper work that needs to be undertaken to unravel the complexities of chronic pelvic pain or core dysfunction.  Self sabotage, weight-loss, mental health and motivation all play a huge role in the function, balance and strength of our core and pelvic floor and overall wellbeing. And that is why I'm launching an exciting small group, 6 month, mentoring programme for 2025.  Join me for an immersive six-month coaching program featuring one-on-one sessions, group coaching, and community support to transform your wellness, from the core.I love working deeply with women that have the desire,  but who need the tools and support to transform.  Want to work with me? Let's chat!  Visit FitFannyAdams.com/COACHING to learn more. Let's make 2025 your year of empowered wellness and core strength!@FitFannyAdamssarahjane@FitFannyAdams.com

While achieving financial stability and improving your quality of life during retirement is important, it's equally vital to consider the broader dimensions of your life's journey.Discover how lifestyle planning can change your perspective on retirement preparation by listening to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here.

In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement. 

In this episode Nikki and Jeff discuss retirement and lifestyle planning for couples.

In this episode Nikki and Jeff discuss retirement and lifestyle planning for couples.

In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used. 

In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement. 

Jacquie Doucette a self-described “retirement lifestyle planner" who helps people design the retirement of their dreams! This episode of The Matt Feret Show will give you an insider's guide to retirement lifestyle planning, traveling the world on the cheap, location-independent online platforms offering retirees ways to create additional income, and a whole lot more! Full episode transcript, notes, quotes and links:https://themattferetshow.comBe sure to check out Prepare for Medicare - The Insider's Guide to Buying Medicare Insurance. AMAZON BOOK LINK: https://amzn.to/3G4ZWbUAMAZON WORKBOOK LINK: https://amzn.to/39H7cP4FIND US AThttps://themattferetshow.comhttps://prepareformedicare.comhttps://prepareforsocialsecurity.comYouTube: https://www.youtube.com/channel/UCtf1qaqtW-X3s1fry2P1nTwFOLLOW ME ON SOCIALTwitter: https://twitter.com/feret_mattFacebook: https://www.facebook.com/themattferetshow/Instagram: https://www.instagram.com/matt_feret/#retirement #travel #cashflow #housesitting #retirementincome #FIRE #RetirementPlan #retirementplanning #PrepareforMedicare, #TMFS, #TheMattFeretShow Hosted on Acast. See acast.com/privacy for more information.

Co-Hosts Brenton Abshire and Jeremy Mullins have special guest Suzanne Williams to speak on lifestyle and fitness.Follow us on social!Facebook:https://www.facebook.com/KYNGWellnessInstagram:https://www.instagram.com/kyarng_h2f/Youtube:https://www.youtube.com/channel/UCtIFjANdfaSc5DNtne2Jkvg Follow us on social! Facebook: https://www.facebook.com/KYNGWellness Instagram: https://www.instagram.com/kyarng_h2f/ Youtube: https://www.youtube.com/channel/UCtIFjANdfaSc5DNtne2Jkvg

Script is flipped in this episode and Slayer is interviewed by BABs with questions from listeners. In Part One Mary digs into the nitty gritty of Slayer's life and we get to hear all the inbetween stuff that often gets missed in the bigger picture. Topics about building the life of your dreams, prioiritizing, planning and creating, and the No. 1 Question: How do you do all you do, Slayer?namaslayer.comSupport the show

Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaIhttps://propertyplanning.com.au/propertyplannerbuyerprofessor/In this week's episode Dave, Cate and Pete take you through:Market updatesMarket conditions changing as more stock comes onlineWith Easter just around the corner, greater stock on the market is giving buyers more choice and the rate of pass-ins continues to shine a spotlight on slightly eased conditions for buyers. The last weekend of February saw the highest number of auctions ever, since CoreLogic first started recording this data. With a number of public holidays drawing near, we can expect the lead up to April to be just as busy. We've seen significant shifts in the market, but you'll have to tune in to next week's episode to get the full picture.Case study - Do we renovate and invest, sell and upgrade, or keep and upgrade!1. Meet Neil and Amy – the conundrumThis case study revolves around clients Neil and Amy (names have been changed), a professional middle-aged couple who live in one of Australia's major capital cities. Their goal is to achieve a good quality standard of living, both now and into the future. Neil and Amy were stuck on deciding their next move. Do they:Sell the existing home and buy a new home; orKeep the existing home as an investment and purchase a new home; orKeep the existing home, undertake renovations, and purchase an investment?2. Unpacking their goals and financial overviewThe trio discuss Amy and Neil's lifestyle and investment goals, their financial circumstances, the level of funds they have to play with for their next decision and Dave explains how he navigated them through their money goals and he asked questions such as; what available funds did they want up their sleave after the purchase?, and how much can they save each month with their surplus cash flow? Setting smart ‘Money Goals' is a foundational element of effective Property Planning. Money goals are the limit that allows you their clients to rest comfortably at night and these goals are linked heavily to a particular client's appetite for Risk.3. Getting on the same page – risk profile analysisNeil and Amy both shared a conservative attitude toward risk, however with different approaches on how best to manage their risk. Attitude towards risk is a significant piece of the property strategy puzzle. Inaction or delaying decisions between couples is typically due to the inability of the couple to get on the same page. The trio share how to bridge the divide that holds couples back from making successful decisions.4. Reviewing the existing homeIf you are thinking about retaining the current PPOR, there are important questions to ask yourself. If your plan is to turn it into an accidental investment property – have you considered whether the property has investment grade qualities, and are you able to optimise your tax deductions? Or if you think you would be happy living in it for the long-term – are you happy with the location and does the dwelling suit your future needs? Or does it need some work? Being honest about your property is critical to seeing clearly.5. Modelling the scenariosThe trio unpack the pros and cons of the three scenarios that were presented to Neil and Amy for their next decision and each outlines their preferred scenario. Scenario 1 – purchase the long-term home for $1,600,000 and sell the existing home. Scenario 2 – Purchase the long-term home for $1,300,000 using equity in the existing property which is retained as an investment. Scenario 3 – Keep living in the current home and purchase an investment for $800,000. Which would you pick?6. The importance of revising your planSometimes the best laid plans get thrown overboard when there is an unexpected spanner in the works. This is why risk management is critical, via your mortgage strategies, available funds buffer and surplus cash flow. We're often great at thinking about the worst that could happen and having a plan for that. But risk management is also about giving yourself the ability to say yes to the exciting opportunities that come your way. This could range from acquisition opportunities within a business, taking the opportunity to buy a great asset, being able to take time off work to study, extra parental leave, going on holidays or taking a secondment, (to name a few).Visit the show notes - https://propertyplanning.com.au/listener-case-study-whats-our-next-move-renovate-our-home-and-invest-sell-the-home-and-upgrade-or-upgrade-and-convert-the-home-into-an-investment-ep-143/

Last week, on September 17th, we celebrated Constitution Day. As we reflected upon the constitution and its foundational importance to the success of our country, we began to think of the foundational importance of planning for our retirement lifestyle. On today's episode, we will be discussing our retirement lifestyle choices. After we are done working we will have a lot more free time on our hands. With more time comes more freedom to make changes that we have always dreamt about. We will discuss some ideas we have heard from clients over the years and hope that some may inspire you on your foundational planning journey. Perhaps you are looking for a bit of adventure after retirement like a couple of our clients who have been avid marlin fishers. As they reached retirement this is something they wanted to do more often. Similarly, the RV lifestyle has become very popular within the past few years. Some people even continue this into their 80s! Other ideas include the 'two-house solution' and the 'front porch' lifestyle. Both are about enjoying what you have. The two-house solution is one where people take advantage of two homes in different locations of the country. The front porch lifestyle is about relaxation! Enjoy your free time and have a glass of lemonade on a warm summer evening. Lastly, we wanted to highlight the importance of following your passion after you retire. Maybe there is something you have always felt called to do. Do you want to learn a new hobby? Donate your time to a non-profit? This is a perfect time to do it. It is always wonderful when our clients volunteer and get involved with projects they really enjoy. Whether you know exactly what you want to do when you retire or you are just starting to formulate ideas, having this foundational knowledge will better prepare you for the future. You will be able to set up your financial and retirement plans in accordance with your lifestyle goals. Listen to the full episode for more inspiration!   What we discuss:  0:55 – Constitution celebration 3:13 – Constitution principles 7:51 – Founding our lifestyle 8:15 – Marlin fishing and a second home 10:14 – The RV lifestyle 11:11 – Two house solution 13:09 – If you can dream it segment 19:27 – Front porch idea 20:29 – Following a passion     For more visit us at: https://www.flemingfinancialservices.com/

Did you know that in 2018 the number of people older than 64 surpassed the number of children under five years old? It was the first time in history that this was the case. The timing of this change, though, varied significantly between countries.  In higher-income countries with low fertility rates and longer life expectations, it has been shifting for decades. Take the United States, for example, where the under-fives were already outnumbered by those older than 64 in 1966; in Spain, it was 1970; in South Korea, it was 2000. For many countries, this crossover point is yet to come. In India, for example, it is projected to be 2028 and 2036 in South Africa.  In low-income countries with high fertility rates and a lower life expectancy, this point is still many decades away. For example, in Nigeria, under-fives will outnumber those older than 64 by 2087. As the number of older adults grows around the world, aging people need seniors advocates. Today we have one such advocate with us who has been doing this awe-inspiring work for decades, Barbara Kirby. After 15 years of caring for her parents with complex health issues, Barb recognized the gaps and barriers in services for seniors and their families. Thus, she chaired and co-chaired the family council in her dad's care home for over ten years; subsequently, she became a board member of advocates for care reform.  Before her parents passed in 2019, she started SeniorsAdvocate.ca in 2009. Its mandate is to treat older people with respect, provide all options to make informed choices to live as they choose, and ensure they and their caregivers have support when they need it most. Focusing on planning, navigating, and management, she has published numerous articles and authored multiple books. She is a trainer, public speaker, and change agent.   Topics: What 'to be an advocate for an older adult' means What she means by many faces of advocacy What are the signs of caregiver abuse and how to prevent it Her concept on lifestyle planning over financial planning The five basic principles of living well in later life On continuing to educate yourself  On being prepared to take action On refraining your thought On self-aware What radical collaboration is On knowing who we are and what our values are On investing time to learn more about your loved ones On building a support network Who can be an advocate On sharing the responsibility with others Why working through these support networks is essential to an elder Her tips for the listeners Links: Host’s email: Rafiq@SeniorsPodcast.com Sponsor’s Link - Right at Home: www.RightAtHomeCanada.com/Winnipeg All Things Senior’s Facebook: www.facebook.com/AllThingsSeniors Barbara's LinkedIn: www.linkedin.com/in/seniorsadvocate/ Barbara's Website: www.SeniorsAdvocate.ca Barbara’s Twitter: @SeniorsAdvocate  Barbara's Facebook: www.facebook.com/seniorsadvocate.ca Barbara's Book: Life Planning, Support & Advocacy for Seniors & their Families: https://store.seniorsadvocate.ca/books/life-planning-support-advocacy-for-seniors-their-families.html

Creator & Producer Julian Smart-Rimple Today's episode with special guest Earl Rimple, a financial guru, business owner and speaker, discusses why it's important to intentionally plan out a financially debt-free lifestyle and why it's important to have accountability partners, financial coaches and mentors along the way to guide and motivate you. The Run the Jewelz Show was created to spread jewels of inspiration to young professionals and entrepreneurs who want to shine bright in their careers or businesses. Follow along with us this year every Tuesday with new videos being released weekly. Leave a comment or Review if you like the episode...be blessed and "Shine Bright like the Diamond Jewel You've Been Created to Be" until next week!! Tonight's episode has been sponsored by: Smart Jewelz Enterprises Follow their business here: https://www.smartjewelzenterprises.org IG@smartlifejewelz FB@SmartJewelzEnterprises

#29 Is the stock market out of the woods yet with Covid-19? What is Financial Planning, Retirement Planning and Lifestyle Planning and what is the desired outcome for each?  (Hint: They are all designed to give you confidence that you can achieve your financial goals.) Hit subscribe on your favorite channel to join our personal finance unfiltered family so you can receive notifications on future episodes. www.personalfinanceunfiltered.com

Anthony's background and how he came to be Managing Partner of First Wealth What kind of clients do First Wealth serve? Why was the firm setup as a LLP structure? Anthony tells us about his “start with why day” How they had a lightbulb moment with financial planning What is Anthony's view of digital advice and how does it fit alongside their core offering What has been his experience of being in a network? What is Anthony's advice to next generation planners? Any learning resources he recommends

Bonnie Shay: MariposaPhotoOrganizing.comRay Loewe, The Luckiest Guy in the Worldray@theluckiestguyintheworld.com, theluckiestguyintheworld.com

Episode 139: The question “what’s next?” affects a lot of people in the FIRE community. In this episode, we talk about navigating what’s next and figuring out your path to financial independence. Kevin’s money went toward a documentary. He purchased Playing with FIRE, a documentary about the Financial Independence Retire [...]

Marc J. Bernstein: marcjbernstein.commarc@marcjbernstein.comThe Luckiest Guy in the World, Ray Loeweray@theluckiestguyintheworld.comtheluckiestguyintheworld.com

David Terk of Serenitas Special Needs Planning discusses the importance of creating a comprehensive plan for your loved one with special needs, including details on the financial, social and day to day aspects. He specifically talks about something called a Letter of Intent, a document that should be a part of everyone's life planning arsenal.

Hoor van goeroe Paul Armson wat Lifestyle Financial Planning is en hoe dit werkt voor klanten. Deze podcast is voor financieel professionals. Voor meer informatie kijk op www.nnek-kennis.nl

Topics: Roger's background and how he got into what he's doing What that word embrace means to him Designing your life His point of view on rocking retirement What retirement is from a baby boomer's perspective Living a life by intentional choice Pre-tirement How podcasting changed his life Links: https://www.amazon.com/Rock-Retirement-Simple-Control-Optimistic-ebook/dp/B075SS8V7X/ (Book: Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future By Roger Whitney) https://www.amazon.com/Steal-Like-Artist-Things-Creative/dp/0761169253 (Book: Steal Like an Artist: 10 Things Nobody Told You About Being Creative By Austin Kleon) https://www.amazon.com/4-Hour-Workweek-Escape-Live-Anywhere/dp/0307465357 (Book: The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich By Timothy Ferriss) https://www.rogerwhitney.com (Roger's Website) https://www.rogerwhitney.com/blog (Roger's Podcast) For questions, comments and guest suggestions, contact the host, Andy Storch, at andystorch@gmail.com

Topics: Roger's background and how he got into what he's doing What that word embrace means to him Designing your life His point of view on rocking retirement What retirement is from a baby boomer's perspective Living a life by intentional choice Pre-tirement How podcasting changed his life Links: Book: Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future By Roger Whitney Book: Steal Like an Artist: 10 Things Nobody Told You About Being Creative By Austin Kleon Book: The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich By Timothy Ferriss Roger's Website Roger's Podcast For questions, comments and guest suggestions, contact the host, Andy Storch, at andystorch@gmail.com

Retirement Lifestyle Planning is the non-financial part of your retirement planning, and it encompasses all the areas of retirement and life. This show we explore areas that retirees and pre-retirees can take to have a fulfilled retirement.

Michiel is in gesprek met Paul Armson, de goeroe van Lifestyle Financial Planning. Paul verteld hoe in zijn ogen mensen geholpen worden door echt goede financieel adviseurs. Deze adviseur kent zijn klant en helpt bij het bereiken en behouden van het ideale leven. Financiële producten zijn een middel en zeker niet het doel. Zijn boek is in Nederland. O.a. te koop via www.michielvanvugt.com

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

In today's episode I take a look at Lifestyle Planning, how do we do it, where do we start etc? I look at my areas of action and hope that these can help the listener begin or rejuvenate their own Life Planning. The areas covered today include: Uncluttering Your Mind, Morning Rituals, Uncluttering Your Social Calendar, Your Life Cycle, Uncluttering Your Personal Style The listener can link to me on: http://www.beingthebestucanb.com/ and they can search the article on: Lifestyle - How Can I Plan For A Better One? Where you will find a detailed transcript of the sections covered in today's episode. You can also subscribe to my blog by leaving your name and email in the section provided, this will mean that you get regular notifications of articles around this and other topics that I cover. My blog provides resource articles to help you improve your work/life balance and also provides a discussion forum for the latest developments in education, classroom practice and around my work with children with Autism and ADHD. I'm also on https://twitter.com/GPK__ so do follow and join in the conversation on a wide range of topics. Also, feel free to include a comment using the unique Audio Comment Section provided by anchor.fm. Remember to get the full Podcast music experience use a Spotify Premium account. --- Send in a voice message: https://anchor.fm/ateachersstory/message

Martin talks to Kate Gannon from Manning & Co about her lightbulb moment, the inspiration and drive to become Chartered Financial Planner of the Year. Kate works for Manning and Co in the South West where she heads up the Cornwall Office. She has been in the financial services profession since leaving school, starting in Banking and moving into Financial Advice as a Mortgage Advisor and then Financial Planner in the mid 1990’s. She lives in Cornwall with her Husband, two children and Great Dane. She has recently taken up a new hobby of Sailing and is desperately trying to find the work life balance to fit it into her schedule! She is an advocate of Lifestyle Planning and wants to encourage more of the younger generation into the Financial Services Profession to bring new perspectives and life into the future of Financial Services.

What Adam discusses with Anthony: Anthony's background and how he came to be Managing Partner of First Wealth What kind of clients do First Wealth serve? Why was the firm setup as a LLP structure

Are you prepared for a job loss? Do you have a plan to launch your business when the time is right? Are you interested in living a life of freedom and travel the world? Have you really thought about designing your life? Jason Teeters tells his story of losing his job and his plans for launching his new business, Jet Set State, which helps clients with lifestyle planning & design. Interested in coaching or masterminds? Visit Andy's website

In this episode, Morey tells us what he believes is happening in the current tax landscape. He believes middle-income families will take the brunt of the taxes while low-income and high-income families will get some tax relief. Where will that leave you and your retirement plans? If you have been with Glazer Financial for some time, you will be prepared to weather any storm, even if it is in Belize.   Key Takeaways: [:53] Rental properties in Belize can increase retirement income. [3:35] Glazer Financial offers the best client support. [6:28] Middle-income families will be paying higher taxes in the future. [7:25] Morey’s children are all hard-working people. [11:06] Planning is more than just doing annual taxes. [12:16] President Trump is an inspiration to Morey. [13:06] Reducing personal and corporate taxes. [16:11] Lifestyle planning seminars to help clients find properties. [19:20] A look forward to next week’s show.   Mentioned in This Episode: Glazer Financial Network Email Macarena: macarenarose@gmail.com Tuesdays with Morey on Facebook Expat Tax Expert Email Glazer Financial: mglazer@glazerfinancial.com MacarenaRose.com Rainforest Realty

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Morey and Macarena discuss the Foreign Earned Income Credit and how it applies to families living offshore. Big tax savings can be had using the credit, even if you are still working for a U.S. company. Call Glazer Financial to see how their tax professionals can help you prepare for your existing expatriate lifestyle or your upcoming travel plans to live out your retirement in the sun.   Key Takeaways: [:46] The Foreign Earned Income Credit -- Solutions for an expatriate in Turkey. [3:12] Do you work from home in a foreign country but get paid from a U.S. entity? [5:01] Lifestyle planning and tax planning need to be considered before moving offshore. [6:59] Moving offshore often becomes a cost rather than a surplus. [7:47] Just like your life, the tax world changes year after year.   Mentioned in This Episode: Glazer Financial Network Email Macarena: macarenarose@gmail.com Tuesdays with Morey on Facebook Expat Tax Expert Email Glazer Financial: mglazer@glazerfinancial.com MacarenaRose.com Rainforest Realty

Fischer US president Ryan Leach joins us to discuss product plans for the 2018-19 seasons! See acast.com/privacy for privacy and opt-out information.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

In this episode of the Downsize with Style podcast show we are talking about Lifestyle Planning and what to consider when downsizing. It is vital to become clear about your emotional needs after downsizing in order to avoid costly mistakes. • Do you want to stay in the same area? • Would you prefer to […] The post DWS 45: Lifestyle Planning appeared first on Bettina Deda.

In this episode of the Downsize with Style podcast show we are talking about Lifestyle Planning and what to consider when downsizing. It is vital to become clear about your emotional needs after downsizing in order to avoid costly mistakes. • Do you want to stay in the same area? • Would you prefer to […] The post DWS 45: Lifestyle Planning appeared first on Bettina Deda.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.