In this episode of EWA’s FIN-LYT Podcast, Jamison and Ben explore one of the most important questions in financial planning: how do you design a life you never want to retire from?
Too often, retirement is treated as a finish line. It's an age or a number where work stops. But what happens when the structure, purpose, and community that work provides suddenly disappear? Drawing from client experiences and research, the advisors unpack practical strategies for creating a fulfilling life both before and after retirement.
You’ll hear insights on:
- Why the traditional retirement age of 65 may no longer fit modern life expectancies.
- How to balance financial independence with meaning, purpose, and fulfillment.
- The importance of health, relationships, and values in shaping your later years.
- Tools like the “24-hour exercise” and “energy audit” to better allocate your time.
- Real-world examples of physicians and business owners navigating semi-retirement.
Whether you’re a young professional curious about long-term planning, a physician considering part-time work, or a business owner weighing succession, this conversation offers actionable steps to align your wealth with your vision for life.
Join us each week as we share insights to help you align your wealth with the life you want to live.
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