In this final episode of the year, Carol Dewey guides listeners through a powerful year-end reflection designed to help them close 2025 with clarity and enter 2026 with purpose and alignment. Rather than traditional resolutions, Carol offers three intentional questions that help retirees and pre-retirees evaluate their progress, release what’s no longer serving them, and set meaningful priorities for the new year.

Listeners are encouraged to pause, reflect, and reconnect with the deeper purpose behind their financial strategies—ensuring their wealth supports a life of peace, fulfillment, and abundance.

Key Takeaways

1. What worked well this year?

Reflection begins with gratitude. Before planning ahead, acknowledge victories—big or small. Celebrating progress strengthens emotional clarity and supports better financial decisions.

2. What no longer serves you?

Letting go creates space for opportunities. This includes outdated financial strategies, draining commitments, unhelpful habits, or scarcity-based beliefs that no longer fit your goals.

3. What will you prioritize in the new year?

Priorities provide direction. Whether financial (tax-efficient income, estate planning, risk alignment) or personal (health, connection, meaning), intentional priorities create alignment between your resources and your life.

4. Preparation beats prediction

You cannot control markets, headlines, or volatility—but you can control your structure, your plan, and your mindset. Clarity creates calm.

5. A new year is an invitation to reset

This is the moment to review your retirement income strategy, confirm that investments still match your comfort level, revisit tax planning, and recommit to a mindset of stewardship and purpose.

Additional Highlights From the Episode

• Celebration of another year of Navigating Abundant Retirement and the community it has built.
• Announcement of the new alternating schedule: the podcast will now air every other Thursday.
• Exciting news: The Owner’s Playbook, a new companion podcast for business owners preparing their endgame, launches this December.
• Finish Strong 2025_ Three Quest…

Episode Resources & Links

🎧 Listen to Navigating an Abundant Retirement

• Spotify
• Apple Podcasts
• YouTube

📘 Helpful Resources

• Free Download: 8 Key Drivers of Company Value
• Book Your Complimentary Lifestyle & Legacy Assessment
• Website: https://www.perpetualwealthfinancial.com
• LinkedIn

Disclaimer

This episode is intended for educational purposes only and should not be considered personalized financial advice. Consult a qualified advisor for guidance specific to your situation.