6 Habits of successful retirees

BLUF (Bottom Line Up Front):  In a decade of helping people successfully get into, and stay in retirement, I have discovered some common things my happiest retirees do…

📽️ at the bottom 👇

When many of my clients first come to me they have a date on a calendar and a bucket full of money.

With life expectancy for Americans running into their 80s, a lot of people who first walk through my door underestimate how long they will be retired.  If a person retires at 65 they may have easily 30 years before they pass their wealth onto the next generation.  In order to be stress free during that retirement, it takes a lot of planning and management.

But it also takes a lot of other non-money things to sustain a retiree.

Expierience shows that to maximize a retirement retirees should, among other things:

• Engage with their community
• Stay healthy
• Outsource

These are non-money things that ultimately allow retirees to maximize their happiness in retirement.

In order to have the confidence and peace of mind that they will have enough to do the things they want is where a retiree needs to:

• Have a written retirement income plan
• Avoid payin unnecessary taxes
• Have an end of life plan

I go over some recommendations and other pontifications in the video below 📽️👇