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Facing Health Challenges in Retirement and Learning to Reconnect with Your Spouse

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Manage episode 437875603 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.

After his father lost healthcare coverage in retirement and had to pay for a major health event with savings, Derek was highly motivated to ensure sufficient coverage in retirement. He even considered leaving the job he loved for one with better healthcare and retirement benefits.
Derek shares his retirement journey with James, including:
➡ Decisions he made pre-retirement
➡ How he addressed healthcare concerns
➡ How his perspective on life and giving back has shifted
➡ How he and his wife prepared for the changes retirement would bring to their marriage
Questions answered:
What are some questions my spouse and I could explore now in preparation for when we’re spending more time together in retirement?
What is Derek’s advice for soon-to-be 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 Derek
3:23 - Importance of healthcare
6:48 - Health in retirement
10:07 - A new perspective and purpose
14:13 - Financial concerns and readiness
16:29 - The biggest challenge
19:30 - Adjustments in the marriage
23:13 - Derek’s advice
26:11 - Final thoughts

Create Your Custom Strategy ⬇️

Get Started Here.

  continue reading

Chapters

1. Transitioning Into Retirement (00:00:00)

2. Retirement Transition Challenges and Discoveries (00:10:19)

3. Preparation and Adventure in Retirement (00:19:46)

4. Financial Advisory Information for Retirement (00:30:02)

240 episodes

Artwork
iconShare
 
Manage episode 437875603 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.

After his father lost healthcare coverage in retirement and had to pay for a major health event with savings, Derek was highly motivated to ensure sufficient coverage in retirement. He even considered leaving the job he loved for one with better healthcare and retirement benefits.
Derek shares his retirement journey with James, including:
➡ Decisions he made pre-retirement
➡ How he addressed healthcare concerns
➡ How his perspective on life and giving back has shifted
➡ How he and his wife prepared for the changes retirement would bring to their marriage
Questions answered:
What are some questions my spouse and I could explore now in preparation for when we’re spending more time together in retirement?
What is Derek’s advice for soon-to-be 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 Derek
3:23 - Importance of healthcare
6:48 - Health in retirement
10:07 - A new perspective and purpose
14:13 - Financial concerns and readiness
16:29 - The biggest challenge
19:30 - Adjustments in the marriage
23:13 - Derek’s advice
26:11 - Final thoughts

Create Your Custom Strategy ⬇️

Get Started Here.

  continue reading

Chapters

1. Transitioning Into Retirement (00:00:00)

2. Retirement Transition Challenges and Discoveries (00:10:19)

3. Preparation and Adventure in Retirement (00:19:46)

4. Financial Advisory Information for Retirement (00:30:02)

240 episodes

All episodes

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