How to Fill Your Time and Find Joy in Retirement | Retiring Today with Loren Merkle [Video]

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Are you looking forward to retirement but unsure how to find joy in your newfound free time? Join us as we chat with Joy Connoisseur Lisa Even to uncover strategies for making the most of your retirement years.

– Discover how to create a joy list and why it’s essential.
– Learn the importance of planning your joy in retirement with a joy calendar.
– Explore financial planning tips to support a joyful retirement.
– Understand the emotional readiness required for retirement.
– Get practical steps on integrating joy into your daily life.

Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA®
https://merkleretirementplanning.com/staff-members/chawn-honkomp/

Lisa Even, Speaker, Coach, Joy Connoisseur
https://www.lisaeven.com/

Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapters
00:00 Introduction
01:27 The Importance of Joy in Retirement
02:10 Initial Conversations with Financial Planners
03:34 Barriers to Finding Joy
05:55 Permission to Spend for Joy
07:45 Long-Term Financial Planning
08:32 Action Steps for Planning Joy
11:23 How Long to Wait After Depositing into a Roth?
16:08 Online Journey to Retirement Workshop
18:55 Emotional and Financial Readiness for Retirement
20:10 Creating a Joy List
21:21 Couples and Joy Lists
23:05 Intentionality in Finding Joy
24:05 Overcoming Lack of Creativity for Joy
25:05 Integrating Joy with Financial Planning
26:30 Lisa’s Resources for Finding Joy

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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.