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Planning for a Purpose-Driven Retirement

Planning for a Purpose-Driven Retirement

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In this episode of the Money Mindset Mastery podcast, hosts Jim Lao and Ryan Genoe, along with portfolio manager Denis Bisson, discuss the evolving concept of retirement. They explore the importance of longevity, social connections, and planning for a purpose-driven retirement. The conversation highlights the need for active management of investments during market volatility and emphasizes the significance of mental health and social engagement in retirement. The hosts encourage listeners to rethink their retirement strategies and to have open discussions with family and advisors about their retirement goals.

Chapters

00:00 Reframing Retirement: A New Perspective

10:04 The Importance of Social Connections in Retirement

19:58 Planning for a Purpose-Driven Retirement

30:06 Navigating Market Volatility in Retirement

36:49 Final Thoughts on Retirement Planning


#retirement #longevity #financialplanning #socialconnections #purposedrivenretirement #marketvolatility #holisticapproach #mentalhealth #activemanagement #retirementplanning

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