Build a Retirement Around What You Actually Want

About this episode

The episode discusses how to build a retirement plan that aligns with personal values rather than societal expectations.

Several million dollars can feel surprisingly small when you're measuring it against someone else's yardstick. Whether you have three, five, or ten million, if you're chasing a lifestyle defined by the "Joneses," you're not pursuing satisfaction, you're chasing someone else's version of happy. In this video, we dig into the "Country Club Syndrome" and the dangerous spiral of losing contentment by comparison. From $100,000 trucks, retirees don't need mountain homes they don't enjoy, we share real stories of clients who found freedom by asking one question: "Do I actually want this?" We'll show you how to build a Purpose Plan that aligns your money with your values, so your retirement is defined by your mission, not your neighbor's new golf cart. Timestamps: [01:04] – The Country Club Syndrome: Why the "next best thing" is a dangerous spiral that robs you of joy. [02:33] – The "Supposed-To" Trap: Evaluating whether your big-ticket purchases are immediate needs or just cultural expectations. [04:56] – The Runaway Bride Moment: A lesson on self-reflection do you actually know how you like your "eggs," or are you just mirroring others? [06:50] – The $5M Divorce Statistic: Why hitting…

People in this episode

Hosts: Randall Yeomans, Nicholas Yeomans, Aaron Calhoun

Topics covered

• retirement planning
• financial independence
• personal values
• lifestyle choices
• self-reflection

Keywords

• retirement
• Country Club Syndrome
• financial satisfaction
• Purpose Plan
• money conversation

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