Welcome to Life Isn’t Lived on a Spreadsheet, where we explore the stories behind the numbers and dive deep into the personal side of financial planning. In today’s episode, Ryan Poterack and Charrise McCrorey challenge the traditional view of retirement and offer a fresh perspective on making the most of your golden years.

Whether you’re preparing to retire or simply looking for ways to plan for a fulfilling future, this episode is packed with insights to help you approach retirement in a meaningful way. We discuss why focusing solely on the financial aspects can overlook the bigger picture — your life’s purpose, your goals, and your legacy.

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• Why your values, fears, and experiences should drive your retirement planning
  
• How tax planning and asset allocation intersect with lifestyle choices in retirement
  
• The importance of embracing conflict in discussions about money and retirement
  
• Real-life examples of how to balance the practical and personal sides of planning for the future
  
• Practical tips to build a retirement plan that reflects your unique story and aspirations
  

By the end of this episode, you’ll gain valuable insights into aligning your financial goals with your personal values and how to make informed decisions that benefit both your wallet and your well-being.

We encourage you to engage with us! Have questions or want to share your thoughts? Reach out on social media or send us an email — we’d love to hear from you!

Tune in and discover how embracing the human side of retirement planning can transform your approach to your golden years.