Скачать или смотреть There is NO Retirement Spreadsheet to Retire Happy! Why Your Plan Needs Meaning & Legacy

If you are basing your retirement happiness solely on savings and spending figures, you are missing the most important parts of the equation.

Most people think of retirement as just a dollar amount, focusing only on money and returns. But a truly resilient and stress-free retirement requires planning in three crucial dimensions: Money, Meaning, and Legacy.

In this episode, we talked about why the traditional, one-size-fits-all approach fails, especially against the backdrop of persistent economic uncertainty, volatile markets, and shifting tax policies. We need to build a vision for what you will actually do Monday through Saturday. Your dollars should be the tools that fuel your dreams, not just another investment advisor’s portfolio.

Here is what you will learn in this episode:
• How to shift your focus from mere savings to building a daily retirement vision.
• Why persistent news coverage, interest rate swings, and reports of market jitters have made economic uncertainty the new norm and how to plan around it.
• Strategies for navigating complex tax and regulatory changes like the Secure Act 2.0.
• The difference between "Lifestyle Spend" and "Legacy Spend".
• How the One of a Kind Financial Plan custom-builds solutions for your tax, income, investment, long-term care, and legacy needs.

Timestamps:
0:00 Welcome and Recovering from the Pro-Am
1:05 The Big Myth: There is No Spreadsheet to Retire Happy
1:50 The Three Dimensions of Real Retirement Planning: Money, Meaning, and Legacy
3:15 Building the Vision: Why Retirement is What You Do, Not Just What You Have
5:00 Economic Uncertainty: Why Fear is the New Norm and How to Live Peacefully
7:05 Lifestyle Spend vs. Legacy Spend: Strategies for Giving Well Now
8:15 Tax Regulation and Timing: Navigating Secure Act 2.0
9:10 The One of a Kind Financial Plan: Custom-Built for You

Connect with Mike Milligan, CFP®:
Instagram: https://www.instagram.com/mikemilliganllc/
LinkedIn: https://www.linkedin.com/in/mikemilligancfp/
Tik Tok: https://www.tiktok.com/@mikemilliganllc
Spotify Podcast: https://open.spotify.com/show/4Nxq9bI
Apple Podcast: https://podcasts.apple.com/us/podcast

Read my book: https://www.amazon.com/dp/B0FQJX1L4V

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