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Three Retirement Questions That Can Shape Our Future – MIT AgeLab Study (116)

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Manage episode 516351975 series 3378485
Content provided by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP 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.

In this episode I share three practical questions that can reshape retirement:

  1. Who you’ll have lunch with,
  2. Who will handle home tasks, and
  3. How you’ll get an ice cream cone?

The focus shifts from bucket lists to daily life, social health, safety, and mobility, with steps you can act on now.

• Why day-to-day design beats bucket lists
• Planning social routines to avoid loneliness
• Right-sizing the home and safety upgrades
• Protecting mobility and spontaneity with transport options
• Blending tech tools with community and family help
• Budgeting for services that sustain independence
• Key stats from MIT AgeLab and practical examples

More on the study and MIT AgeLab

🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

  continue reading

Chapters

1. Quirky Questions For Real Retirement (00:00:00)

2. Why Day-To-Day Plans Matter (00:00:39)

3. Question One: Who’s At Lunch (00:02:47)

4. Question Two: Who Changes Light Bulbs (00:05:14)

5. Question Three: Getting The Ice Cream (00:07:35)

6. Tech, Community, And Mobility Options (00:09:25)

7. Recap, Resources, And Subscribe (00:10:40)

116 episodes

Artwork
iconShare
 
Manage episode 516351975 series 3378485
Content provided by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP 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.

In this episode I share three practical questions that can reshape retirement:

  1. Who you’ll have lunch with,
  2. Who will handle home tasks, and
  3. How you’ll get an ice cream cone?

The focus shifts from bucket lists to daily life, social health, safety, and mobility, with steps you can act on now.

• Why day-to-day design beats bucket lists
• Planning social routines to avoid loneliness
• Right-sizing the home and safety upgrades
• Protecting mobility and spontaneity with transport options
• Blending tech tools with community and family help
• Budgeting for services that sustain independence
• Key stats from MIT AgeLab and practical examples

More on the study and MIT AgeLab

🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

  continue reading

Chapters

1. Quirky Questions For Real Retirement (00:00:00)

2. Why Day-To-Day Plans Matter (00:00:39)

3. Question One: Who’s At Lunch (00:02:47)

4. Question Two: Who Changes Light Bulbs (00:05:14)

5. Question Three: Getting The Ice Cream (00:07:35)

6. Tech, Community, And Mobility Options (00:09:25)

7. Recap, Resources, And Subscribe (00:10:40)

116 episodes

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