Watch on YouTube: https://youtu.be/GarLCE8HGPI
In this second part of their conversation, CFP professionals Rob Hoxton and Archie Hoxton continue their discussion with financial planner, author of The Money and Meaning Journey, and host Jeff Bernier.
Building on last week's episode, Jeff dives deeper into the connection between money, purpose, and fulfillment in retirement. Together, they explore what it means to create a meaningful "Act 2," including how to identify your unique abilities, clarify your values, and navigate common challenges like shifting identity and financial uncertainty.
Jeff also shares practical tools and exercises from his work to help listeners gain clarity and confidence as they approach retirement. Whether you're nearing this transition or simply thinking ahead, this episode offers thoughtful insights on how to retire—and stay retired—with purpose.
Watch part 1: https://youtu.be/Tp3m13nq0dM
Jeff's book The Money & Meaning Journey: A Guide to Clarity, Financial Confidence, and Joy - https://www.amazon.com/Money-Meaning-Journey-Financial-Confidence/dp/164225262X
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com
🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/
