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August 20th, 2024

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

  1. The Benefits of a Retirement Community and How to Find Your Purpose in Retirement James Conole, CFP® 28:42

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

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.

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