Ask Yourself This Question to Transform Your Retirement

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5 • 706 Ratings

🗓️ 1 August 2023

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

What do you think is the key to a successful retirement? By asking yourself the right questions and being intentional about using money to enrich life, you can live more presently in the moment and enjoy a meaningful and successful retirement. James explains the most important question to ask yourself so that you can transform your retirement. Questions Answered: How do you get the most out of life with your money by living intentionally? How do you live intentionally for a more meaningful ...

Transcript

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0:00.0	What do you think is the key to a successful retirement? Is it the right investment allocation?
0:05.9	Do you think it's having the perfect budget? Is it maybe collecting social security or implementing
0:11.0	Roth conversions at the perfectly right time? Well, while all these are important, none of them are
0:16.0	the most important, in my opinion. And in today's episode of Ready for Retirement, I'm going to share
0:20.7	with you what I do believe is the most important. And it today's episode of Ready for Retirement, I'm going to share with you
0:21.0	what I do believe is the most important. And it's a very simple question that has the potential
0:25.4	to transform your retirement. This is another episode of Ready for Retirement. I'm your host,
0:32.1	James Cannell, and I'm here to teach you how to get the most of the life with your money.
0:35.8	And now, on to the episode.
0:40.2	Today's episode was inspired by something slightly different than typical episodes are. Typically,
0:44.8	we answer a listener question on these episodes, but I just returned from an amazing family
0:49.3	trip to Colorado, where it was myself, it was my parents, my wife, and my daughter. And on that trip, I was
0:55.4	reflecting how grateful I am to have married Ashland, who's my wife. And I'm grateful for many
0:59.7	reasons, but one of which is she spends so much time planning trips that the whole family loves.
1:04.5	And these are trips that are filled with moments that become memories, and these are memories
1:07.4	that we're going to cherish forever. And one of the many reasons I'm grateful for this is that I personally, I'm not naturally hardwired to live in the present
1:15.4	moment or even spend money on things that are meaningful today. With my personality type,
1:20.0	and thankfully this has changed a bit even since being married, but with my personality type,
1:23.9	if I have a few extra bucks, I'm inclined to invest them. If I have a few extra
1:28.3	hours in the day, I'm inclined to use them working longer. And if given the option of being
1:33.4	present today or planning for the future, too many times I default to planning for the future.
1:39.1	Now, that's not to say I don't live in the moment and don't spend money on things today
	...

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