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September 10th, 2024

Unexpected Retirement: Finding Happiness and New Adventures

  1. Unexpected Retirement: Finding Happiness and New Adventures James Conole, CFP® 22:57

Elaine didn’t decide to retire at age 57, but changes in her company meant an early retirement for her. Being caught off guard, she didn’t feel emotionally prepared to make the shift, even though she knew that her family would be fine financially.

One year into her retirement, she found her groove by focusing on her family, building new Relationships, trying new things, and staying physically active. Today she says she’s never been happier.

James and Elaine discuss how she found her footing in retirement, the advice she would give her younger self, and the plans she and her husband have for when they are both retired.

Questions answered:
How did Elaine find the activities and community she is now enjoying?

What advice would Elaine give to others on the verge of retirement?

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 Elaine 
2:55 – The “decision” to retire
4:44 – The loss of income
6:05 – New social outlets and new routine
8:15 – A year to make shifts
11:19 – Advice for younger self
13:58 – Search for activities; don’t say no
16:21 – Challenges and advice
18:37 – What’s next
19:58 – Try new things; build relationships

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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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