Видео

Thanks for sharing these valuable tips to help us all achieve a successful and fulfilling retirement. Keep up the great work! -Macy (Team Evan)

Jody, you remind me so much of Cathy Gifford! Have you heard that before? Love your channel. ❤

My dad didn't enjoy his retirement either. Too sedentary, glued to the TV, no social, mental, emotional stimulation. Nothing to look forward to. It breaks my heart. He is passed now. But he just couldn't seem to step up for himself and create a fulfilling life. 😢

Great tips! Great advice!Love seeing y’all! Thank you!

Jody, you're so beautiful

I love the realty! You guys are great

Start as early as possible. Got my son started at 21 he has his first 100k at 28

You are correct. Thriving as a solo retiree takes effort. But the effort is worth it. Building a community takes time. Since I retired 6 months ago, I have a small community thru church. Seems like 2 lunches out a week. My exercise is walking my dog. Television is on in the evening. For the next nine months doing travel. Once my travel is done, will be volunteering at a food back. I think making future plans works best for me. I have one cruise coming up and then 4 trips through March 2025. I can spend time researching the places I am going. I enjoy all the suggestions you two offer,

Yes! Retirement planning course! Love your channel ❤ I am about to turn 58. Love to listen and plan w your advice

thanks for being honest w credit cards

Great stuff

Great information.

I'm 60 not retired yet. Retiring age 67. Right now I'm just part-time as a caregiver. I also run a flea market booth over the weekend. I also know how to repair PC's and Laptops. I even know how to build websites. So love to hustle for a buck. Kinda retire right now, but I'll slow down even slower at the age 67. So relax more, but still hustle for sure.

Nice comments on retirement. Jody, you and I were in the same HS graduating class. I have the money to retire but plan to go out gradually. I have saved on my own at the max and have diversified my money on my own. I do like your ideas of how to visualize retirement. I have been so laser focused on my career, but will now focus on the future. Thanks for your channel!

I am 77 yrs- just retired- your retirement ideas are great- Thank you

Great help

You have X spouses - you say the children are yours. What about the X spouses and their feelings/ issues with you both

I've saved enough for retirement and have been retired for 6 years now, and my investments are all up in value. I worked for fortune 500 companies who had pensions, but I took them out and rolled them over to my financial planner too where they have gained substantially. I had always heard save, save, save - pay yourself first, etc. etc. I think that is fine, but not near enough. If you want to live a long time to enjoy the fruits of your labor/saving, then exercise is important, as is making smart health choices. Where I failed was to plan was where to live in my retirement, how to actually take my $$$ out in distributions, understanding RMD better, and how to maximize my SS (which I did OK on that). I had financial planners for most of my adult life, but not necessarily a fiduciary (I learned that the hard way). I like your concept of defining your vision for retirement, as that is something I did not do. As result I wound up wondering my first few years. I finally found something I am passionate about which is writing books. I have 3 published and working on my 4th. But that is only part of the vision I am now working upon. I do think you should build a vision course/videos to help those like me, but especially those starting out on this journey. Thank you for the video. I wish you all the best.

Yes, i am very interested in retirement vision course.

Would love the retirement vision program-this is my biggest struggle. My insurance career has been my life for 40 years. Love your videos.

Get a CALPERS pension-100K USD -annually with COLA for life -or tell your kids! But you have to work 30 years!

Your story about selling your family's multi-generational business was incredibly insightful and inspiring. Keep sharing these valuable experiences on the Osage Advisors Podcast! -Macy (Team Evan)

people have been told there whole like (by work/boss/mgt) when to eat, when to go on vacation, what to study, when to wake up. managing yourself is a huge transition. You guys have great advice. sometimes the hardest part is how to start. I break down how many times a week I need to do X (read, gym, study) etc.

Excellent-thank you for sharing. Very timely - Going through the sale of our agency right now - effective 7/1/2024.

Nice idea and format for the channel.

Very interesting video! I believe your subscribers will appreciate this interview. I had been curious about your business background.

Closing on the sale of 3rd gen family business next month….enjoyed this one!

Please build a retirement course it would be a great help!!

Decumulation!! Only because you asked. 😄Also, if you're working for a large company, check your benefits; you may have some financial planning or estate planning options for either free or low cost.

My routines AM - Morning walk in the park and reading or join Webinar/Coursera PM - Engage in my hobbies and volunteer in my community Will include your tips.. Thank you for sharing

Thanks for sharing a great video. I am in the final few months to retire early at 55 and have worked with a financial planner for about 18 years. They have been extremely helpful and set us up for a successful retirement. I also agree on having some sort of vision for your retirement. Imagine one that contains faith / spirituality, friends, financial, fitness, family and a collection of hobbies. Doesn’t that sound great?!

I couldn’t agree more. Selling our home of 31 yrs. 18,000 sq ft of grass, in ground pool, 3000 sq ft. ,2 stories, 100’ driveway to clear in winter, talk about maintenance. Moving into a 1/4 acre ranch home in a great location. My wife was very reluctant to sell but the numbers made sense and honestly, I am tired of the upkeep…kids are long gone. Cant wait for this new chapter. Get rid of your crap people.

Hi Guys Welcome back to the northeast. Great episode. I’ve been following all your steps. Going part time in September. Congratulations on your channels success. Enjoy your summer. It goes buy so fast.

You can have your house or your lifestyle but you can’t have both

Thank you for the ideas.

Here’s a suggestion regarding inherited china. I bring out the plates I inherited from my great-grandmother when my kids and grandchildren visit. While we eat, we take a moment to remember where we’ve come from and I tell a quick story about her to help keep her name alive. She died at age 97 when I was a teen. When a plate breaks we simply sweep it up and away. The plates aren’t important but they are a catalyst for the stories.

Timeshare, will you use it? I always go somewhere else.

Yes please, a mini course on vision😊

Get the car you want it. When you are going to use it.

Check out the sodium in any soda!😮

Luxury items=a boat. Slurge item=new high end vehicle

Surrounding yourself with the right people. Sounds odd but I think that also includes videos like this

It's a good video. The most important is health, so it's wise to buy quality, healthy food and to eat at home. Avoid restaurants as they generally serve unhealthy food with huge surcharge. Also have good gym membership and work out regularly.

How about prayer? That is vital.

I’m 79 retired twenty years and we build our life around exercise. This week we are in Andermatt, Switzerland cycling and hiking. Yesterday we cycled the old cobbled road over the St Gotthard pass, it was fantastic because the road is cleared of snow but still closed to traffic so we ducked under the barrier, we didn’t see a soul all the way down and only a couple of other cyclists on the way back up. Today we took the train to Goschenen and walked back, incredible the river is in full force. It all started when I was fifty, overweight, out of shape, stressed and a smoker. We bought a couple of cheap bikes and started with the local park then gradually day rides, weekends, every holiday. touring. When we retired we took our bikes to Europe for a few weeks every year touring a different country each time and to cut a long story short eventually came to live in Switzerland. Exercise is so important to a long and healthy retirement, so far we only see the doctor once a year for a checkup.

Good topic

When you meditate for 10 minutes each morning, what are you actually doing? I count my blessings every few days, and I think gratefulness is part of meditation, but besides counting your blessing and being thankful, I’m just wondering if there are parts to your personal meditation that I could include in mine?

I started saving and investing for retirement in my mid-20s. My father told me the SS payments from my check were for his and my mother's retirement. There would be nothing from SS for me. And I had to fund my retirement via my own savings and investments. I took his word to heart and did just that. Now, at retirement, the picture looks good. We have a lot of money saved and invested since we started in our 20s. And it looks like SS will stick around for a bit longer. I suggest others operate on the same assumption. The worst that can happen is you have extra money when you get to retirement.

It all depends on what you are retiring with and your debt burden in retirement. If you have no debt and have good cash flow, I don’t necessarily see these items as issues. I don’t think I’ll ever own a boat because of cost of ownership. As far as a new or good car, I don’t really want to be much older and being broken down on side of road.

"Constantly going through the decluttering process".. spot on. And the the hardest to get rid of items are the ones we have attached sentimental value and worth to. But, hanging on to "junk" can also occur.. the rationale being it's too expensive to replace.. I might NEED this some day,, basically an entitlement mentality - based on fear. Ohh, yes, many's the 3AM in the morning I'm awake.. trying to figure out how to deal with STUFF. My son moved out nearly 10 years ago.. taking exactly 2 suitcases and 2 tool boxes.. and leaving behind nearly everything else. So, now I have to spend 100's of $$ to take HIS stuff and junk to him.. because he refuses to deal with this issue.. rather than just sell or toss it. He gets 3 months free storage.. the rest is up to him. I've had friends who moved and threatened to put all their offspring's "left behind" junk out on the curb.. to make them show up. Guess I'm too much of a nice dad.. Thanks for doing this video.