The Other Side of Retirement: Planning for Meaning, Not Just Money
Most people focus on unlocking financial freedom, but not enough think about what they’re unlocking it for. Accumulating wealth is one thing, but... then what? In this episode, Rob flips the traditional retirement script and explores the deeper question: what are you actually retiring to? Because a big portfolio doesn’t guarantee a meaningful life.
Rob shares why creating a clear vision for retirement, one built around purpose, relationships, and personal growth is just as important as building wealth. From his work with Make-A-Wish to candid client stories, he illustrates how losing direction after leaving a career can lead to a crisis of identity. But with some intention and planning, retirement can become the most fulfilling chapter of your life. Rob shares practical ways to spark new ideas and dreams, before you retire. Most importantly, you’ll see that you don’t have to wait until 65 to start thinking about what truly gives your life meaning.
Here’s what we discuss in this episode:
🧭 Why some retirees feel lost without their career identity
🧠 Tools to build a retirement vision
🧩 How trial and error before retirement helps shape your vision
🍊 The “orange juice” analogy for fulfillment
0:00 – Intro
1:08 – The Power of Having a Retirement Vision
3:40 – Roadblocks to Creating Your Vision
5:34 – Practical Steps to Brainstorm
7:27 – How To Define Life Significance
Helpful Resources:
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
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Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
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