In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian
Nicholson break down a recent article on what it takes to achieve a
happy and successful retirement. They cover lessons on how to retire better according
to retirees who learned the hard way, as well as ways retirement can lead to loss of
identity.
[00:00] Introduction
[03:09] What Retirees Regret Most About Retirement
[05:55] The Foundations of a Successful Retirement
[08:33] How to Start Planning For Retirement
[09:29] How Retirement Can Lead to Loss of Identity and Self-Worth
[11:05] Why You Need to Test-Drive Your Retirement
[13:02] The Science of Happiness
[16:51] Timing and Transitioning to Retirement
[21:45] Understand That Everyone's Situation is Different
[24:13] Retirement is Longer That You Think
[26:16] When to Start Taking Social Security
[29:20] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are
solely their own. While based on information they believe is reliable, neither
Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do
their opinions reflect the opinion of Arete Wealth. This podcast is for general
informational purposes only and should not be regarded as specific advice or
recommendations for any individual. Before making any decisions, consult a
professional.
