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Well Balanced | Financial Planning, Bucket-Based Investing, Market Perspective, Wealth Management. A passionate and entertaining look at money and investing in and for retirement. For those that enjoy podcasts like Smart Money, On Investing, and BiggerPockets, Well Balanced is worth adding to your feed. Disclosures about our firm and this podcast. Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Vector’s current written disclosure brochure filed with the SEC discusses among other things, Vector’s business practices, services, and fees, and is available through the SEC’s website at: www.adviserinfo.sec.gov. All content in this podcast is for information purposes. Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation. This podcast and related content are not intended to render personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities or strategies discussed. Please note that neither Vector Wealth Management nor any of its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. Charts, graphs, and returns do not represent the performance of Vector Wealth Management or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses would on the results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss. Past performance is not indicative of future performance. Visit vectorwealth.com/regulatory for the firms form CRS and ADV.
Episodes
Monday May 06, 2024
Monday May 06, 2024
Finding meaning and purpose beyond financial security becomes principal, especially as one transitions into retirement. In this podcast, Vector's Scott and Ezra talk with senior wealth advisor Joe Grochowski to explore how retirees have harnessed their newfound freedom and resources to lead fulfilling lives.
The acronym PUSH stands for Purpose, Use Time, Socialize, and Health.
Purpose is fundamental, acting as the driving force behind daily activities. For instance, one of our clients found renewed vigor by taking a part-time job, not for the income but for the structure and social interaction it provided. This pivot highlights the necessity of having clear goals and activities that infuse life with meaning and joy.
Using Time is about balancing relaxation with active involvement. Our clients often enrich their lives by engaging in events and activities that also allow them to help others, fostering a sense of achievement and fulfillment. This approach enhances personal well-being and strengthens bonds with friends and family.
Socialization plays a critical role in a healthy retirement lifestyle. Our discussions reveal that social connections are crucial, whether with family, friends, or community groups. These relationships often hold the retirement experience together, providing emotional support and preventing isolation.
Health is the cornerstone that supports all other aspects of a fulfilling retirement. Active lifestyles, whether through walking, yoga, or more intense activities like pickleball, are common among our clients. Maintaining physical Health ensures that retirees enjoy their activities and social engagements without undue constraints.
At Vector, we believe a successful retirement strategy should encompass more than financial stability; it must also consider how one will use their time, who they will spend it with, and how they will maintain their health. Retirement, transitioning from structured routines to what is often referred to as 'free time,' presents a complex yet rewarding journey. We strive to guide our clients towards a retirement that is as rich in purpose as it is in sound financial decisions.
Time and Topics
00:02 … Exploring Retirement Visions
02:03 … Importance of Purpose in Retirement
04:07 … Transitioning to Free Time
06:03 … Financial Planning and Lifestyle Goals
08:05 … The Role of Socialization in Retirement
10:19 … Volunteering and Community Engagement
12:29 … Health and Activity in Retirement
14:22 … Regulatory
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vectorwealth.com/regulatory
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