This Is the Single Most Important Thing You Can Do to Prepare for Retirement

Ready For Retirement

James sits down with someone who’s financially set to retire—mortgage paid off, kids through college, and investments in place—but he’s still grappling with one big question: what’s next?
Instead of focusing solely on financial strategies or retirement planning, James gives him some unexpected advice: start journaling. This led to a deeper conversation about finding purpose beyond optimizing your portfolio.
What would your life look like without constraints? What actually matters most to you? And how can you ensure your future is filled with meaning, not just money?
It’s not just about retiring from something but retiring to a life you love.
Questions answered:
How can I avoid feeling unfulfilled in retirement, even if I have all the money I need?
What are some practices I can do now to flush out what I really want out of life?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - A pertinent conversation
1:53 - Journaling prompts
3:00 - What matters
4:47 - Imagine no limitations
6:43 - Best, second-best, worst scenarios
10:00 - Addressing fears steps 1&2
13:22 - Addressing fears steps 3&4
16:43 - Take action
18:50 - Wrap-up

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Bab

1. Finding Purpose Beyond Financial Optimization (00:00:00)

2. Navigating Fear and Finding Purpose (00:08:06)

3. Evaluate Inaction Costs, Take Action (00:14:55)

4. Financial Disclaimer for Podcast Listeners (00:20:08)