Beyond Retirement

Jacquie Doucette
Beyond Retirement

Are you getting close to retirement and wondering what comes next? Or maybe you’ve found yourself retired and you weren’t really ready for it? You’re not alone … many people have no idea what retirement is going to bring. And the internet is full of financial advice for retirement, but there's not much about what really goes on after retirement. We all know that life doesn’t end at retirement – there’s potentially two or three more decades that we’re going to have to live through. So, the big question is … WHAT ARE YOU GOING TO DO WITH THE REST OF YOUR LIFE? This podcast gives you the answer. Come along with me while I figure out how to live "the life I have imagined." You’ll hear from men and women who have moved away from traditional 9-5 jobs, and from some who are retired, and you'll hear my thoughts as I make my own journey. Together we’ll figure out what comes next. This show isn’t about business and finances, it’s about life!

  1. True Wealth: The Role of Values & Purpose in Retirement Planning - with Joe Curry

    11/12/2023

    True Wealth: The Role of Values & Purpose in Retirement Planning - with Joe Curry

    Joe Curry specializes in simplifying the financial lives of people approaching or within retirement. He is the host of the podcast Your Retirement Planning Simplified and is a Certified Financial Planner. Joe is the Owner & CEO of Matthews + Associates, located in Peterborough, Ontario, Canada, where Joe and his team help Canadian retirees and those within a few years of retirement (work-optional) achieve True Wealth, which Joe believes is a combination of achieving financial freedom, spending time doing the things you love with the people you love, and having the ability to create opportunities for those that matter most to you. Many people don't expect to talk about their values and purpose when meeting with a financial planner. But discussing these fundamental aspects of life can open up new possibilities and help individuals think more deeply about their retirement goals. Joe introduces his Retirement Navigator and shares two sections of the program: understanding core values and finding purpose. He explains how, by clarifying their values and aligning their spending with them, people are better able to plan for a fulfilling retirement. We explore the concept of "unique ability" and how it applies not just to business owners, but also to retirement. We discuss the importance of identifying and prioritizing activities that align with our skills and bring us joy, while minimizing those that don't. And we learn that it's okay for preferences and interests to evolve and change over time, allowing us to adapt and continue evolving. But that's not all! Joe also shares insights on retirement planning strategies, the importance of starting early, and determining if retirement is the right decision for you. He discusses allocating income for retirement expenses, testing the viability of our retirement plans, and he uses examples to better understand values. Throughout the episode, we see how Joe's own values shape his approach to retirement planning. And we discover that retirement isn't just a time to relax and enjoy ourselves—it's an opportunity to reconnect with our core values and start living according to them. Find out more about how Joe can help you: Website: https://www.retirementplanningsimplified.ca/ (You will also find the Retirement Navigator on the website) Podcast: Your Retirement Planning Simplified [https://podcasts.apple.com/ca/podcast/your-retirement-planning-simplified/id1596570969]

    30 min
4.9
out of 5
68 Ratings

About

Are you getting close to retirement and wondering what comes next? Or maybe you’ve found yourself retired and you weren’t really ready for it? You’re not alone … many people have no idea what retirement is going to bring. And the internet is full of financial advice for retirement, but there's not much about what really goes on after retirement. We all know that life doesn’t end at retirement – there’s potentially two or three more decades that we’re going to have to live through. So, the big question is … WHAT ARE YOU GOING TO DO WITH THE REST OF YOUR LIFE? This podcast gives you the answer. Come along with me while I figure out how to live "the life I have imagined." You’ll hear from men and women who have moved away from traditional 9-5 jobs, and from some who are retired, and you'll hear my thoughts as I make my own journey. Together we’ll figure out what comes next. This show isn’t about business and finances, it’s about life!

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