7. The 3 Investments You Need to Make for a Successful Retirement with Babs Plunkett

Today we’re talking about the three critical investments you need to make if you want a fulfilling retirement — and not one of those things involves money. That may sound crazy to you, money tends to be the first and last thing people talk about when they talk about retirement, but there’s something just as (if not more) important that we tend to forget about: how we’re investing our time. 

Certified Retirement Coach Babs Plunkett, author of “Choose Joy: Three Keys to Investing Your Time in Retirement,” joins the show to help you plan a retirement that brings you joy and meaning.

Discussion Topics

• Christmas memories
• What are the best questions to ask your financial advisor about retirement?
• “Op-ed: Josh Brown’s four questions to ask your next financial advisor”
• “10 Questions to Ask Your Financial Advisor About Retirement”
• They NEED to be a fiduciary
• The body language you should be looking for when you’re interviewing a potential advisor
• “The number of 401(k) and IRA millionaires reach record high amid pandemic”
• The number of 401(k) millionaires increased by 17% and IRA millionaires increased by 15%
• Why you should take that info with a grain of salt
• “Choose Joy: Three Keys to Investing Your Time in Retirement”
• 1) Engaging your mind
• 2) Moving your body
• 3) Connecting with others
• The difference between joy and happiness
• Re-discovering what brings you joy
• Loneliness kills, and it’s as deadly as smoking or alcoholism

Resources:

• Get a free guidebook for “Choose Joy” at babsplunkett.com/book
•  “Choose Joy: Three Keys to Investing Your Time in Retirement”

Social:

• Babs Plunkett - Facebook
• Babs Plunkett - LinkedIn
• Beau Henderson - Facebook
• Beau Henderson - LinkedIn
• Beau Henderson - Twitter

About Beau Henderson:

Beau Henderson is a retirement consultant, money and business coach, best-selling author, radio host, and Founder of RichLife Advisors. He has helped over 3,000 clients to not just improve their relationship with money, but to live their unique definition of a fulfilled life with purpose. RichLife Advisors helps clients across the United States approaching retirement with a strategy to:

• Save more money
• Pay less in taxes
• Properly address the 12 components of creating a successful retirement
• Protect the people and things that they care about the most
• Live their unique definition of a RichLife in retirement

The Retirement Resource is produced by Crate Media.