Retire with Confidence

Financial Wellness at Work

Retirement isn’t just about stepping away from the workforce. It’s about securing your financial future, maintaining peace of mind, and ensuring that you can truly enjoy the next chapter of your life. In today’s episode of Financial Wellness at Work, Financial Finesse coaches Julie Everett and Linda Robertson chat with Jill, a newly retired employee, about why thoughtful retirement planning is a crucial part of financial wellness and how to approach it with confidence. You’ll hear how expert guidance from our coaches helped Jill navigate complex financial decisions, the key financial and emotional factors to consider as you approach retirement, and why it’s essential to have a clear vision of your ideal retired life. We also delve into strategies to “get caught up" on your retirement savings, no matter where you are in your financial journey, and explore activities that can make your retirement more fulfilling. Ready to take control of your retirement? Tune in to start planning for a future you’ll love!
Key points from this episode:

• The multifaceted relationship Jill has had with Financial Finesse over the years.
• Key tips and insights about retirement benefits that Linda has shared with her.
• An overview of Linda’s career journey and what led her to Financial Finesse.
• How Jill has been enjoying her retirement since leaving the workforce on July 31st.
• Essential steps to help you approach retirement with confidence.
• Ways that the expert financial guidance Jill received has transformed her life.
• Important takeaways for someone approaching retirement and tying up loose ends.
• Answering a listener-submitted question about getting “back on track” in your 50s.
• Why it’s never too late to start saving and learn how to live on less.
• Reasons to start exploring the hobbies and activities you'll enjoy in retirement.

Quotes:

“Even though I consider myself a somewhat educated person, I needed a hands-on talking through of my personal scenario to make some important financial decisions.” — Jill [6:52]

“[It’s important to know your lifestyle, health, and] what you’re going to need because the calculators are great but you have to input information into them – You need to take some time and evaluate what you want your retirement life to look like.” — Jill [17:51]

“No matter where you are in your financial life, there are always things you can do to get caught up.” — Linda Robertson [20:11]

“Picking up the phone, having a conversation, working on something continuously with the same person who knows your story and goals, and supplementing it with additional ideas can help [build confidence] that the path you’re on is the right path for you.” — Julie Everett [26:29]

Links mentioned in today’s episode:

Julie Everett on LinkedIn

Linda Robertson on LinkedIn

Financial Finesse

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