Retirement Planning – Preparing For The Second Half

Hello and Good Day! Hope You have been doing well -and- continue to make the most of your days.

As always, appreciate You taking your time to stop by Terry’s Thoughts.

I am taking a slightly different shift in this article. I am wanted to share a podcast my Son, (Justin), forwarded to me to supplement my reporting on my experiences with the Encore phase. This podcast is from the Infinite Loops podcast series with their special guest Christine Benz; “The Art Of Retiring.”

Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar, where she has spent over three decades helping investors navigate the complexities of financial planning.

I wanted to share this podcast as I found many parallels between Christine’s insights on the non-financial aspects of the Encore phase and the topics I have written in Terry’s Thoughts and that Justin and I have explored on our The Next Episode podcast series.

I particularly appreciated Christine’s position on retirement isn’t just about hitting your “magic number.”

It’s important to understand how to overcome the psychological barriers to retirement spending, why keeping your inner circle vibrant is crucial for long-term happiness and the importance of adaptation and time allocation.

Hope You enjoy the podcast and the discussion… ( -fyi- the podcast is slightly over an hour!)

Please continue to take care and make the most of your days -and- remember,

Never quit searching, never settle and never give up seeking your greater purpose!

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