Ramp Up to Retirement
Building a Purposeful Retirement Rhythm
Key Takeaways
- The psychological shift from a structured work schedule to open retirement time, and why having no calendar at all can feel overwhelming
- The importance of creating a “retirement rhythm” that includes regular fitness, faith-based, social, and mentally stimulating activities
- How having something on the calendar, whether it’s travel, events, or weekly routines, can add structure and anticipation
- How ChatGPT can be a creative tool to help retirees plan weekly routines
- The need to balance structure with flexibility, leaving room for spontaneity while still maintaining core habits that support well-being
Show Notes
Retirement isn’t just about stopping work; it’s about starting something new.
What happens after the celebration, the rest, and the first few months off?
In this episode, Dan Reese, CFP®, shares how creating a rhythm, not a rigid routine, can bring meaning, fulfillment, and balance to your retirement years. He also explains how tools, planning, and a little structure may help retirees feel more confident about how they spend their time.
Resources
Carson Wealth Retirement Readiness Quiz
Avery Wealth Insights
About the Podcast
You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful!
As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.