Unlocking Your Retirement Potential: Goal Setting Strategies
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
Release Date: 03/28/2024
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
If you are older and you have money, you are the prime target for financial scams, and there are a lot of them out there. What can you do to avoid becoming a victim and instead become an advocate for yourself and others? We’ll talk about that and tell you how to spot scams before they’re able to take advantage. This ‘elder fraud’ has been on the rise in recent years and the sad reality is people over the age lost $3.4 billion to scams in 2023, according to the FBI. There isn’t a week that goes that we don’t have someone telling us about their own personal experience of being...
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As you approach retirement, one of the most significant changes you'll experience is the amount of time you spend with your spouse. After years of balancing work, raising children, and managing day-to-day responsibilities, retirement offers an opportunity to reconnect and rediscover each other. This transition, however, also comes with its own unexpected set of challenges. Today we’ll explore the complexities of marriage in retirement and offer actionable advice to help you navigate this new phase of life. By prioritizing communication, planning, and regular check-ins, you can navigate this...
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Retirement is often seen as a time to relax and finally enjoy the fruits of decades of hard work. But for many retirees, the idea of completely stepping away from work is not appealing. Instead, they are finding ways to stay busy, contribute to their communities, and even enhance their retirement experience through part-time jobs. In this episode, we dive into the growing trend of retirees taking on part-time work. Whether it's out of financial necessity or a desire to stay active, many retirees are discovering that part-time jobs offer a host of benefits beyond just a paycheck. One...
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May is ‘Better Sleep’ month and it’s no secret how important good sleep is to health, longevity and overall happiness. That’s especially true for retirees because as we get older, our sleep gets worse and worse. In this episode, we're discussing the often-overlooked aspect of retirement fulfilness: sleep quality. Join us with Victor as we discuss the importance of sleep for your health and happiness, share personal struggles and tips for better rest, and explore how sleep patterns change post-retirement. Don't miss out on understanding how to catch those elusive Z's and wake up to a...
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In the bustling world of parenting, where the to-do list seems never-ending, there’s a new beacon of hope — grandparents. Being a grandparent can have a significant impact on the success and health of one's retirement, and today we’re going to talk about the physical, emotional, and financial benefits. Being an active and engaged grandparent can have numerous benefits, which we’ll dive into by discussing a study from Finland. It provides an opportunity to remain involved with younger generations, stay mentally sharp, and maintain an active lifestyle. Grandparents also have the chance...
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April isn't just about welcoming warmer weather; it's also Financial Literacy Month, a time to focus on our fiscal health and future. This episode will do just that, and it's an essential listen for anyone looking to secure their golden years with confidence and clarity. A study used posted by the American College of Financial Services used a Retirement Confidence Scale based on the respondent’s self-reported confidence that they will feel financially secure, have enough money to live comfortably, and do a good job handling their investments throughout retirement. Those who scored better in...
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Do you have goals for your retirement? Do you even know how you would set them? Many people look at retirement as the finish line, but goal setting is a key piece of unlocking your true potential once you’ve stopped working. In this video, we’re going to walk you through how to create goals for your retirement so you can achieve all those things you dream about. We’ll start by explaining the power of goal setting and how it serves a much bigger purpose in retirement. Then we’ll help you identify the types of goals that might align with your interests and passions. And we’ll close it...
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In order to be able to truly enjoy retirement, health has to be a priority and Retirease focuses on the steps you need to take to maximize your golden years. In this episode, we are going to explore the essential non-financial elements that contribute to a truly fulfilling retirement, emphasizing the crucial bond between physical and mental well-being. You'll gain valuable insights on how to preserve your health and stave off the decline many fear as retirement approaches. With actionable advice on confronting common health concerns, this conversation is a must-hear for anyone eager to...
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We want everyone we work with to be able to say that the last third of their life was the best, which is always the goal for Retirease. There’s no reason your goals, ambitions, and sense of adventure have to slow down once you’ve retired, and the proper approach to that next phase of life can help you achieve this. In this video, we want to share some tips and strategies that will help you make that last third of your life the best it can be. By taking these steps, our hope is that you’ll be able to look back and say life has never been better than it is at this moment. So join us to...
info_outlineRetirease Radio with Victor Medina CFP®, RICP®, CELA®
A fulfilling retirement goes well beyond the dollars and cents, and today we’re going to share our vision for what it takes to help you live your best life in retirement. The goal for Retirease Radio is to coach you through a holistic approach to retirement. Join us as Victor highlights the importance of health and personal growth in retirement, emphasizing the balance between enjoying life's pleasures and managing your well-being. Discover strategies to optimize personal and professional development, spirituality, family ties, and community contribution. Through personal anecdotes and...
info_outlineDo you have goals for your retirement? Do you even know how you would set them? Many people look at retirement as the finish line, but goal setting is a key piece of unlocking your true potential once you’ve stopped working.
In this video, we’re going to walk you through how to create goals for your retirement so you can achieve all those things you dream about. We’ll start by explaining the power of goal setting and how it serves a much bigger purpose in retirement. Then we’ll help you identify the types of goals that might align with your interests and passions. And we’ll close it all out by providing you with an effective approach to setting and following through with the goals that you create.
Here’s what we discuss in this video:
0:00 – Intro
2:38 – Goal setting into retirement
5:28 – Serves a bigger purpose
9:30 – Time and health
10:57 – Challenge of setting goals
13:35 – Categories of goals
19:36 – SMART approach to goal-setting
28:39 – Overcoming obstacles
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
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