#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)
Retirement Planning Education, with Andy Panko
Andy Panko
4.9 • 1.1K Ratings
🗓️ 8 June 2023
⏱️ 43 minutes
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| 0:00.0 | Let's talk about the softer side of retirement planning, things like meaning and purpose and fulfillment. |
| 0:05.3 | Special guest Kevin Liles is here with me to talk about it in this, the 78th episode of the Retirement Planning Education Podcast. |
| 0:15.1 | Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, |
| 0:22.7 | taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning, |
| 0:28.4 | and much more. And now here's your host, Andy Panko. |
| 0:32.5 | Hello, everybody. Thank you, as always, for listening to the Retirement Planning Education |
| 0:36.2 | podcast. Today is part one of two of a pre-recorded chat I have with my buddy, Kevin Liles. |
| 0:44.2 | Kevin Liles is a, or was a corporate lawyer for his career, retired a handful of years ago, |
| 0:51.3 | and part of his finding meaning and purpose and fulfillment |
| 0:55.1 | in retirement was to help others find meaning and purpose and fulfillment in retirement. |
| 0:59.7 | So Kevin went back to school for life, a better word, became a retirement coach, a certified |
| 1:05.3 | retirement coach, retirement planning coach, and now is very active in many communities and working with people to |
| 1:11.8 | help them discuss and prepare for retirement with the focus on not just the financial side, |
| 1:16.5 | but the softer side, which a lot of people overlook. I mean, it's easy, well, not easy, but |
| 1:22.2 | everyone knows they need to sort of pay attention to and have a plan for things around, did I save enough? |
| 1:29.3 | How am I going to access my money? |
| 1:30.7 | When am I going to take Social Security? |
| 1:32.1 | What do I do with my house? |
| 1:33.0 | All those sort of typical financial things that you and I always talk about here in this |
| 1:37.5 | podcast and the other retirement planning education outlets. |
| 1:42.5 | And that financial stuff is definitely important. But the non-financial |
| 1:45.5 | stuff is as important, if not more. And that covers things like, you know, meaning purpose fulfillment. |
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