RL177–Lessons For a Successful Retirement

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down a recent Wall Street Journal on what it takes to achieve a happy and successful retirement. They cover lessons on how to retire better according to retirees who learned the hard way, as well as ways retirement can lead to loss of identity. Listen now to learn more about Lessons For a Successful Retirement.

[00:00] Introduction

[03:09] What Retirees Regret Most About Retirement

[05:55] The Foundations of a Successful Retirement

[08:33] How to Start Planning For Retirement

[09:29] How Retirement Can Lead to Loss of Identity and Self-Worth

[11:05] Why You Need to Test-Drive Your Retirement

[13:02] The Science of Happiness

[16:51] Timing and Transitioning to Retirement

[21:45] Understand That Everyone’s Situation is Different

[24:13] Retirement is Longer That You Think

[26:16] When to Start Taking Social Security

[29:20] Parting Thoughts

To read the Full Show Notes scroll down or click here.

Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn more about Lessons For a Successful Retirement.

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Full Show Notes:

How to Plan For Time in Retirement

Planning for your time is as important as planning for your money in retirement. Unfortunately, the industry and retirees only focus on the money part and neglect the time part. Yes, planning how much money you’ll need to be comfortable in retirement is critical. But you also need to know how you’ll spend your time to be happy. Think about the activities, hobbies, and interests that have always intrigued you or are eager to pursue. Maybe you’ve always wanted to learn an instrument, go back to school, or explore your artistic side. Retirement is the perfect time to indulge in these passions and dedicate time to activities that light up your soul.

So while planning for the money aspect of your retirement, also plan for the time. And keep in mind that retirement is a journey; plans may evolve with time. Stay open to new opportunities, embrace spontaneity, and be willing to try new things.

Links and Resources:

How to Retire Better, From Retirees Who Learned the Hard Way

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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