What do you think of when you hear retirement? It can have negative connotations and/or lead to heart palpitations for many.
Instead, think of it as an exit strategy, which I think better describes moving on to your life's next adventure. The old paradigm of “retiring” is being retired itself in recent years to suit our evolving life architecture.
It is never too late to start planning for your future. Sixty-two is the new forty-two as we move forward from the industrial revolution when the quality of life and life expectancy was much lower. Your wealth is your health, which I am always saying!
The first step is to admit where you are currently on this financial journey. Let us help you take the next step forward with this episode.
Dr. Gregg Lunceford is a retirement researcher and a 25+ year veteran in the financial services industry. He is the author of the book Exit From Work, where he helps to redefine what retirement can look like when you take actionable steps in your life. Dr. Lunceford earned a BBA from Loyola University of Chicago, an MBA from Washington University in St. Louis, and a Ph.D. in Management from Case Western Reserve University in Cleveland, OH where he conducted studies on retirement. He is a Certified Financial Planner professional and holds a Certificate in Financial Planning Studies from Northwestern University. Dr. Lunceford is also a registered financial advisor with the NFL Players Association.
We touch on lots of topics that I resonate with, including:
- Gregg’s philosophy on retirement
- Mentors
- How people are reinventing themselves after they exit
- What is meaningful to you, as opposed to what is only productive and or expected
- Strategies that take you to that next stage
- Career Design
- Lifestyle Architecture
- Wealth, Health, Love
- Rules of thumb such as the Rule of 72 and the 4% Rule
Enjoy this episode with Dr. Gregg Lunceford.