We’re excited to welcome the man behind our firm to share invaluable insights on what it means to find fulfillment in retirement. Rich Paul, CFP® CRPC® authored The Fulfillment Factor and we want to find out how he’s applying those lessons and messages to his own retirement. As we dive into the topic, it’s clear that retirement is not just a financial milestone but a significant life transition that requires thought and planning.
The 'Fulfillment Factor' is crucial, as it encompasses both financial stability and personal satisfaction. As Rich puts it, "What now?" becomes the pressing question for many retirees. That’s why he encourages everyone to embrace the quirks of aging with humor and to stay proactive about their health and social engagement. The takeaway is clear: retirement should be a time of exploration, joy, and fulfillment, and planning for it holistically can lead to a more satisfying life.
Here’s what we discuss in this episode:
0:00 – Intro
1:18 – Background on the Fulfillment Factor
2:45 – Health
7:14 – Rich’s health scare
10:43 – Retirement personalities
13:10 – Lesser-known Medicare benefit
14:35 – What other hobbies is Rich taking on?
Learn more about us: https://www.rwpaul.com/our-firm
Contact Matt & Steve: https://www.rwpaul.com/contact
Phone: 248-305-9911
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