What if the greatest risk in retirement isn’t market volatility or account balances, but entering one of life’s biggest transitions without clarity, purpose, or a real plan?
In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Scott Groskreutz retirement advisor, podcast host, and author of Expedition Retirement—to explore why retirement is less about numbers and more about direction, intention, and the values that shape the second half of life.
Scott shares his journey from corporate leadership to becoming a retirement planner who emphasizes structure, stewardship, and year-round guidance. You’ll hear how his early experiences helping employees in crisis and even helping his grandmother sort through pension statements—shaped his mission today: helping people live their retirement adventure with confidence.
This conversation goes far beyond investments. Scott unpacks the fragile decade, the dangers of reactive planning, the role of purpose, and why every household needs a plan that adapts not just a stack of products.
💡 In This Episode, You’ll Discover:
• Why most retirees have products but no real plan
• The “fragile decade” and why it shapes everything
• How risk tolerance and risk capacity work together
• Why purpose, structure, and mindset matter as much as math
• How to prepare for the transition from earning to stewarding
• The importance of clarity, coordination, and family conversations
👤 About Scott Groskreutz
Scott Groskreutz is a retirement planner, educator, and author of Expedition Retirement. He helps pre-retirees and retirees design a retirement rooted in values, clarity, and practical structure an adventure, not a guessing game.
Connect With Scott Groskreutz
📍 Location: Henderson, Nevada
🌐 Website: https://sgretire.com
🔗 LinkedIn: https://www.linkedin.com/in/scott-groskreutz-32998929/
🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing helps people build freedom, clarity, and purpose through grounded, meaningful conversations. No hype. No overwhelm. Just wisdom that helps you live more intentionally.
🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply
#MakeLifeLessTaxing #RetirementPlanning #RetirementMindset #WealthClarity #PurposeDrivenRetirement #AdvisorInsights #LegacyPlanning #Stewardship #FinancialWellness
