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The Benefits of a Retirement Community and How to Find Your Purpose in Retirement

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Manage episode 435179916 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connections while living in rural Virginia. He found his groove once he moved to a retirement community in Florida.
James and Joe discuss the phases of retirement and what those phases have looked like for Joe. Joe emphasizes the importance of remaining flexible and trying new things as retirees explore who they will be in retirement and what will bring them the most satisfaction and joy.
Questions answered:
How can I test the waters to see if a retirement community is a good fit for me?
What is Joe's advice for new retirees?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Meet Joe Sullivan
3:07 - The decision to retire
5:28 - Impressions vs real retirement
9:11 - Needing something else
10:39 - Retirement community decision
12:05 - Before and after the move
14:32 - Finding purpose
17:16 - Phases of retirement
20:08 - Joe’s advice
22:05 - Emotional preparation
24:32 - Next phase of Joe’s retirement
26:07 - Final thoughts

Create Your Custom Strategy ⬇️

Get Started Here.

  continue reading

Chapters

1. Retirement Transition (00:00:00)

2. Retirement Community Living Experiences (00:05:52)

3. Exploring Phases of Retirement Discovery (00:17:26)

4. Emotional and Physical Preparation for Retirement (00:20:01)

5. Navigating Retirement Challenges and Adjustments (00:27:10)

239 episodes

Artwork
iconShare
 
Manage episode 435179916 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connections while living in rural Virginia. He found his groove once he moved to a retirement community in Florida.
James and Joe discuss the phases of retirement and what those phases have looked like for Joe. Joe emphasizes the importance of remaining flexible and trying new things as retirees explore who they will be in retirement and what will bring them the most satisfaction and joy.
Questions answered:
How can I test the waters to see if a retirement community is a good fit for me?
What is Joe's advice for new retirees?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Meet Joe Sullivan
3:07 - The decision to retire
5:28 - Impressions vs real retirement
9:11 - Needing something else
10:39 - Retirement community decision
12:05 - Before and after the move
14:32 - Finding purpose
17:16 - Phases of retirement
20:08 - Joe’s advice
22:05 - Emotional preparation
24:32 - Next phase of Joe’s retirement
26:07 - Final thoughts

Create Your Custom Strategy ⬇️

Get Started Here.

  continue reading

Chapters

1. Retirement Transition (00:00:00)

2. Retirement Community Living Experiences (00:05:52)

3. Exploring Phases of Retirement Discovery (00:17:26)

4. Emotional and Physical Preparation for Retirement (00:20:01)

5. Navigating Retirement Challenges and Adjustments (00:27:10)

239 episodes

All episodes

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