Purpose-Based Planning

When you create a life that doesn’t require retirement as an escape from work, that’s when you’ve truly embraced what it means to “Retire With Purpose.”

Your pursuit of a happy life (and retirement) may require change and a shift in perspective as you grow older.

You’re likely well aware of the concept of a traditional “bucket list,” but have you ever heard of a “chuck-it list?”

Becoming “Job Optional” is an opportunity to regain control over your daily life. However, make no mistake. Without thinking through all areas of a purposeful retirement, this transition can bring significant, unexpected loss that impacts your happiness.

You may have found, like many, that the COVID-19 pandemic provided an array of realizations.

You might overvalue things that can easily be measured, but they may not be the most valuable elements in your life. Take pause and assess where you are putting in your energy today, before it’s too late.

You know what you’re retiring from, but have you taken the time to figure out what you’re retiring to?

Your happiness in retirement doesn’t stem solely from financial stability. According to a Harvard Study originating in 1938, the main challenge people face in retirement is often the loss of social connections that work once provided.

You surely don’t want to lose sight of what truly matters to you. So define your peak, prioritize your Purpose and make both core components of your wealth-building process.

hat would you do if you had three years left to live? While this thought experiment may initially feel uncomfortable, it can prompt changes in how you live your life with intention.

Whether you refer to it as being “Job Optional”, your “Second Act” or something else, retirement is a complete life shift, and should be planned for as such.