In this episode of the podcast, Nick, Tori, and Connie explore a provocative idea: what if the key to happiness in retirement isn't saving more, but spending differently? Drawing on new research and real client experiences, the team discusses how money can be used intentionally to boost well-being, connection, and meaning in retirement.
Tune in to hear how retirees can shift their mindset — and their spending habits — to find more joy and purpose in the years ahead.
Some topics covered:
Why "more money" isn't always the answer
The surprising results of the global $10,000 study
Which spending categories actually boost happiness
How retirees can align their money with their values
Four powerful reflection questions to guide more joyful spending
