What if retirement isn’t really just a finance problem? Finance is the part most people plan for. It’s the four others — relationships, health, purpose, and adventure — that quietly reshape everything. Rob and Brent walk through all five: test-driving your spending before the leap, inventorying the relationships that will and won’t survive, building health habits while you still have structure, giving yourself room to find purpose again, and writing the adventure lists you’ve been putting off. The episode they wish someone had handed them before they walked out the door.
Links, resources, books mentioned:
Topics we are covering in this episode:
Test-driving your retirement lifestyle before you leave
Why work relationships disappear overnight
Building health habits before the paycheck stops
The identity shift and the case for a real break
Why adventure lists are a transition plan in disguise
Plan Z as the fallback that frees you up