Episode 230 of our Retire With Style podcast is out now! When most people think about retirement planning, they immediately think about investments, withdrawal rates, taxes, and Social Security. Those topics matter, of course, but retirement is ultimately about much more than numbers.
In this week’s episode of Retire With Style, Alex and I are joined by Jason Rizkallah from McLean Asset Management to discuss the non-financial side of retirement planning. We talk about the importance of retiring to something instead of simply retiring from work, how to think about purpose and identity after your career ends, and why many retirees struggle even when they are financially prepared. We also explore phased retirement, maintaining structure and social connection, testing retirement goals before fully committing to them, and how work can still play a meaningful role in retirement for some people.
One of the key themes from the conversation is that your financial plan should support the life you want to live, not the other way around. That means thinking carefully about how you want to spend your time, what gives you meaning, and what kind of retirement lifestyle you truly want to build. Listen now to learn more!
The Retire With Style Podcast Has a New Home!
We’re excited to share that all podcast episodes- past and present- are now available on our new site: RetireWithStyle.com. It’s your one-stop shop for catching up on episodes, watching video versions, and even submitting your own retirement questions for future shows.
You can also watch and subscribe to new video episodes on our YouTube channel, with fresh content every Wednesday.
Prefer to listen on your favorite podcast app? We’ve got you covered. You can still find Retire With Style on Apple Podcasts, Spotify, Podbean, Amazon Music, Audible, iHeart, TuneIn, and now YouTube Music.
Take a look around the new site and let us know what you think. Feel free to share with friends, and to reply here with any comments. Thank you, Wade Pfau, PhD, CFA, RICP Founder of Retirement Researcher
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