One Simple Tip to Make Spending Easy in Retirement

Ready For Retirement

Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

2M ago 17:52

MP3•Episode home

One of the biggest ironies in retirement is that the people who save and invest the most often struggle the most with actually spending their money in retirement. In this video, I’ll walk you through a simple framework to make spending easier—without guilt or second-guessing.
I’ll share a compelling client story, a personal experience, and actionable steps you can take to shift your mindset and enjoy the retirement you’ve worked so hard for. If you’ve ever hesitated to spend on things you value, even when you can afford to, this is for you.
We’ll cover:

Why our money habits from the past shape how we spend (or don’t spend) today
A five-step process to help you feel comfortable spending in retirement
A practical tip that makes it easier to say “yes” to the things that truly matter

🎯 Don't let a scarcity mindset hold you back—start living your best retirement!
Questions answered:
1. Why do some retirees struggle to spend money, even when they have more than enough saved?
2. How can retirees overcome a lifetime of saving habits and confidently spend on things they truly value?

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 story
3:24 - A personal story
5:10 - Steps 1& 2—acknowledge and evaluate
7:05 - Steps 4 & 5—Identify values and make it easy
9:44 - Healthy tension
12:30 - Step 5—Withdrawal and set aside
14:49 - Wrap-up

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

Chapters

1. Overcoming Money Mindset in Retirement (00:00:00)

2. Creating a System for Spending (00:07:17)

3. Effective Retirement Spending Strategies (00:13:49)

285 episodes

#Trading #Business #Podcasting Education #James Conole, CFP® #James Conole #Retirement Planning #Investing #Tax Planning #Investment Planning #Retirement #Dividend Investing #Stock #Bond #Cash