Retirement Reality: Setting Expectations & Finding the Right Planner

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Episode Description

Imagine waking up one day, retired and excited to try everything, but only to end up overwhelmed and underwhelmed at the same time. Sounds familiar? Well, this story is about trying to cram all the activities in a single day at a state fair, but it's also a metaphor for retirement - you can't do it all, and golf isn't the only thing you can do! We're going to unpack this and more, not just about managing expectations but also about the role of a real financial planner who gets your retirement goals.

Beyond just the numbers, retirement is about understanding yourself, your motivations, and your desires. And having a real financial planner on your side who appreciates this is essential. But finding this planner can be a challenge. We're here to share our insights on how you can protect yourself from "so-called" advisors more concerned about their own incentives than securing your financial future.

Additionally, we introduce a new framework for financial advice that's grounded in knowing who you are, what you want, and how best to deploy your resources such as Social Security, pensions, and retirement accounts. So buckle up for a journey into your own retirement reality, exploring unspoken industry insights and building a retirement plan that truly reflects you.

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Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

Ditch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell.

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

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Episode Transcript

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