Tag: Financial Awareness

Redefining Retirement and Embracing Change with Suzanne Campi (Episode 6)

Redefining Retirement and Embracing Change with Suzanne Campi (Episode 6)

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Summary: In this episode of Wealth On The Move, host Will Hoffman engages with retirement coach Suzanne Campi to explore the evolving concept of retirement. They discuss the importance of coaching through life transitions, the creation of the Retirement Wheel, and the significance of legacy and purpose beyond financial planning. Suzanne shares insights on navigating unexpected retirements, overcoming ageism, and the role of relationships in a fulfilling retirement. The conversation emphasizes the need for self-reflection and honoring endings as individuals transition into this new phase of life.

Resources:

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Takeaways:

  • Retirement is no longer defined by age but by personal choice.
  • Coaching helps individuals rediscover their purpose during transitions.
  • The Retirement Wheel assesses various life aspects beyond finance.
  • Legacy is about love and impact, not just financial wealth.
  • Many retirees experience a sense of loss and need support to find purpose.
  • Ageism affects perceptions of self-worth in retirement.
  • It’s essential to nurture relationships during retirement.
  • Fear of change can prevent individuals from pursuing their passions.
  • Self-reflection is crucial in understanding one’s journey.
  • Honoring endings can lead to new beginnings and growth.

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Money Dysmorphia: When Wealth Perception Doesn’t Match Reality (Episode 3)

Money Dysmorphia: When Wealth Perception Doesn’t Match Reality (Episode 3)

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Summary: In this episode, hosts Will Hoffman and Brynn Tarbuck delve into the concept of money dysphoria, exploring how feelings and perceptions about money can lead to a profound sense of dissatisfaction. They discuss the impact of generational experiences, the role of social media in shaping financial perceptions, and the importance of creating a balanced financial plan. The conversation emphasizes the need for honest discussions about financial goals and the significance of having a plan in place to navigate financial uncertainties. Resources for mental health and financial advice are also shared to help listeners manage their financial well-being.

Takeaways:

  • Money dysphoria refers to a profound sense of dissatisfaction with one’s financial situation.
  • Lifestyle creep can lead to overspending and financial stress.
  • Younger generations are more concerned about financial stability due to past economic crises.
  • Social media can distort perceptions of wealth and success.
  • Having a financial plan is essential for peace of mind and financial independence.
  • It’s important to differentiate between needs and wants in financial planning.
  • Creating a budget helps in understanding cash flow and spending habits.
  • Regularly revisiting financial plans can help alleviate irrational fears about money.
  • Resources are available to support mental health in relation to financial concerns.
  • Balance in spending and saving is key to enjoying life while being financially responsible.

Resources:

 

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