Podcast

What are the non-financial aspects you need to plan for five years before retirement?Retirement isn’t the end. It will last decades, and five years before you retire is when you should start thinking about what you actually want that life to look like. Most people focus on what they’re retiring FROM, but the better question is what are you retiring TO? When you start thinking about your ideal lifestyle, your community, your home, how you spend your time, and whether work still plays a role, you may realize something important. You don’t have to wait. You can start living that life now.Episode ReferencesMMS #6. The difference between well-being and happiness and why you need to choose to be happy to actually be happy.MMS #7. The impact of friends, family, and communities on happiness is larger than you might think. Listen through the end to find out why.MMS #15. George Kinder: Three life questions that will change everything.MMS #129. Ideal day, week…and societal expectations?MMS #130. Manage expectations to cultivate your ideal year.Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.