5 • 706 Ratings
🗓️ 19 August 2025
⏱️ 21 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
| 0:00.0 | Every retirement projection you run shows that one more year on the job is going to pad your nest day. |
| 0:04.0 | But at what cost? |
| 0:05.0 | To your time, to your health, to your relationships. |
| 0:07.5 | In this episode, we're going to unpack the different kinds of wealth that are crucial not just to a financially secure retirement, but to an overall purposeful and enjoyable retirement. |
| 0:15.7 | So stay tuned to see how you can maximize life, not just maximize your numbers. |
| 0:21.1 | Aaron, in our last couple recordings, we talked a lot about the financial things people need to do to retire. |
| 0:26.9 | Whether you need a million dollars to make it happen, whether it's more, whether it's less, |
| 0:30.5 | whether the three steps to get to that point of how do you actually understand the specific amount that you need. |
| 0:35.4 | And today we're going to do a continuation of that. |
| 0:37.3 | And a story that I think will serve as a nice foundation for some of this is a client |
| 0:41.1 | conversation as having. This was a couple of years back now. And this client wasn't a great |
| 0:44.9 | position to retire. They wanted to retire. We ran the numbers. They had enough. But they were |
| 0:50.3 | caught in a little bit of what you might call a good pickle. Every year they waited, they were in their peak earning years. |
| 0:57.7 | They were making really good money, and that felt really good because they had worked really |
| 1:01.3 | hard to get to where they were. |
| 1:03.0 | They couldn't walk away, or they felt like they couldn't walk away because there was some |
| 1:06.5 | six-figure bonuses coming in each year they kept working. |
| 1:10.4 | Every year they kept working, |
| 1:11.7 | more of their stock, more of their equity compensation would invest. Every year they kept |
| 1:16.2 | working, they were putting more into their 401K. They were putting more into their deferred |
| 1:19.7 | comp plan. And every time we met, they would want to update their financial model, their financial |
| 1:24.2 | plan. And for people who are listening, you might be doing this on your own, whether it's Excel, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from James Conole, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of James Conole, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.