Jason Lurie, MBA’s Post

This weeks Youtube video is live: It's Not Just You: Why Everyone Gave Up Retiring Early ..., Interested in a plan to Navigate the Retirement Risk Zone? https://lnkd.in/gAwnj8Fy Finance Expert That Wants To Explode On YouTube? Hire my team: https://lnkd.in/g_zd3E2D Eric Amzalag, CFP®, RICP® _ _ Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice. Peak Financial Planning Inc, or its members cannot be held liable for any use or misuse of this content. #retirement #howmuchtoretire #retirementplanning #retirementplan

"Are you ready to retire?" This is a question I deal with on a daily basis, but the answer is not as black and white as you may think. Watch below to learn more.

In the latest episode of 𝐁𝐞𝐲𝐨𝐧𝐝 𝐭𝐡𝐞 𝐍𝐮𝐦𝐛𝐞𝐫𝐬 𝐨𝐟 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐋𝐨𝐧𝐠𝐞𝐯𝐢𝐭𝐲 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, cohost Robert Foley and I talk with Judith Nadratowski. At the end of 2017, Judith decided to take an early retirement from a management position at a New York law firm and eagerly looked forward to more time for new pursuits. However, she quickly discovered that retirement brought unexpected adjustments – ones she thought she’d long conquered. 𝐈𝐧 𝐭𝐡𝐞 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐰𝐞 𝐝𝐢𝐬𝐜𝐮𝐬𝐬… ✅ Why Judi decided to retire and how she prepared for retirement. ✅ What has surprised her the most about retirement compared to her initial expectations. ✅ What challenges she has faced in retirement and how she has addressed these challenges. ✅What some of the rewards of retirement have been for Judi. ✅Why she started her blog, RetirementCommentaries.com and what inspired her to begin writing it. In her posts, she delves into what she aptly calls “the flip side of retirement” – the less discussed topics that impact the shift into this life stage. ✅Why it is important to plan for life in retirement beyond the money. ✅And more! Judi’s contact information and where you can read more from her (on Medium) is included in the contact information at the end of the interview. I encourage you to check out her blog to read heartfelt and inspirational writings of her experience navigating the retirement journey. #retirement #retirementplanning #longevity #longevityplanning #nonfinancial

EDGES OF THE RETIREMENT 5 “The unhappiest people of the world are those in the international watering places like the South Coast of France, and Newport, and Palm Springs, and Palm Beach." --Nixon I may not agree with Nixon, but I get his point. I've talked a lot about the kernel of belief. That to work for an organization, to serve any sort of greater purpose -- you must hold fast to a core, kernel belief in what you're doing is right. And where you're doing it is the right place for you to be. You don't stay with an organization, habit, or practice -- for decades on end, unless you believe it's the right thing to do. Unless you believe the majority of what you do, ends up towards an achievement you want to be remembered by. We chase and crave alignment -- belief runs close with alignment. If any part of that kernel of belief cracks or fractures, you have to move. You have to get out. There's another kernel than runs with belief: the kernel of discontent. People, by design, are contextually discontent. We moderate ourselves against the numerator of what we want, over the denominator of what we have. Friends, family, fortunes, futures -- all stem and stemmed by our discontent. I'm still working with this one. Discontent drives action -- but not always driving change or improvement. I know, there's a positive way to spin this as well. Content as being the towards goal, vice discontent being the away goal -- being the thing we run away from. I get Nixon's point -- people in the best, most picturesque of places can become beset by their discontents. But I also think -- Nixon doesn't account for what it takes for those people to get where they are. Moreover, Nixon was always haunted by his own perception of discontent and inadequacy. It caused his own ultimate downfall. Retirement is a new construct. To be "retired" doesn't mean to be done. Far from it -- it means to find a new focus on belief. And a new way to frame our discontents. #military #transition #uscg #coastguard #experience

A business is nothing without its people.

In honor of President’s Day, let’s take a moment to reflect on the wisdom of our forefathers. If the American Dream is about making something of ourselves and living financially healthy lives, then it seems reasonable to say that a stress-free retirement is that dream coming to fruition. We all want to retire comfortably one day, and many Americans actually have the power to make it happen if they set clear saving and investing goals – and work hard to meet them. This President’s Day, we could all afford to take a cue from America’s leaders and founding fathers: “There is no dignity quite so impressive, and no independence quite so important, as living within your means,” Calvin Coolidge, 30th U.S. president. “Things do not happen. Things are made to happen,” John F. Kennedy, 35th U.S. president. “Patience and perseverance have a magical effect before which difficulties disappear and obstacles vanish,” John Quincy Adams, 6th U.S. president. You are in control of your own destiny. Take inspiration from the wisdom of former American leaders and use it to prepare your financial future. By making a few sacrifices today to pay off your high-interest loans and make saving and investing a part of your budget, you’ll move the needle toward achieving financial health and fulfilling the American Dream.

On this episode we chat with Dave, who is preparing for #retirement, but is unsure if he has the liquidity to finance it.

How I Overcame Financial Challenges After My Military Retirement In this video, I share my personal experience of facing financial difficulties after my military retirement and how I managed to overcome them. Learn valuable tips and strategies to improve your financial situation. #FinancialChallenges #MilitaryRetirement #OvercomingObstacles #PersonalFinance #FinancialStrategies #ManagingMoney #BuildingWealth #RetirementPlanning #FinancialTips #VeteransSupport

How I Overcame Financial Challenges After My Military Retirement In this video, I share my personal experience of facing financial difficulties after my military retirement and how I managed to overcome them. Learn valuable tips and strategies to improve your financial situation. #FinancialChallenges #MilitaryRetirement #OvercomingObstacles #PersonalFinance #FinancialStrategies #ManagingMoney #BuildingWealth #RetirementPlanning #FinancialTips #VeteransSupport

Is Retirement a Relic of the Past? Rethinking Life After Work in Today's Economy As I reflect on the evolving landscape of work and retirement, I find the traditional concept of 'slowing down' towards retirement seems increasingly out of sync with today's economic realities. For years, the notion of retirement was not a focal point for me, overshadowed by immediate career and life goals. Yet, in our modern economy, the very essence of retirement appears under debate. On one side, the rapid pace and demands discourage the old-age tradition of stepping back. On the other hand, there is a growing emphasis on maintaining health and purpose, underscoring the desire to escape the relentless rat race eventually. This duality presents a fascinating contradiction. While we aim to stay active and valuable, the allure of slowing down remains potent. So, is there a need to rethink retirement in today's society? Absolutely. Planning for retirement isn't just about financial security—it's about crafting a fulfilling final chapter of life that aligns with our evolving desires and capacities. Whether it involves consulting, part-time work, volunteering, or leisure, it's crucial to plan thoughtfully for this inevitable phase. Let's embrace a flexible approach to retirement, one that adapts to individual needs and broader economic conditions. By preparing now, we can ensure that our later years are not only comfortable but also enriching. #CareerPlanning #Retirement #ModernWorkplace #LifeGoals https://lnkd.in/gUJERGhf