Podcast Episode 14: Don’t Make Retirement Your Dream

by Financial Design Studio, Inc. / April 5, 2023

The traditional idea of working to retirement is outdated. But to wrap your head around retirement for this age, you need to dream bigger. Our goal as advisors is to take you to retirement, and then beyond. This episode will help you reevaluate when and how you want to stop working, and how you really want to spend your time.

Michelle Smalenberger, CFP

Behind the Designs Ep 14 : Don’t Make Retirement Your Dream

LISTEN TO THE EPISODE HERE (or on your favorite streaming platform!)

Behind the Designs, Don’t Make Retirement Your Dream

Key Moments

2:42 Let’s rethink retirement

6:04 Why do big dreams matter?

8:32 What does traditional retirement look like?

11:40 Why does personalized planning advice matter so much?

12:52 What does it look like to semi-retire?

17:50 What does it look like to simply take a break?

23:05 What does it look like to change working location?

27:11 What does it look like to care for your family?

31:07 How will you live out your retirement?

Links for Don’t make Retirement Your Dream

Check out the FDS YouTube Channel, or search for us @financialdesignstudio

Considering retiring early? Read our article on early retirement healthcare options.

Read about our Retirement Planning Services.

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.

Credits for Episode 14

Executive Producer : Anna Lewis

Host : Michelle Smalenberger

Ready to take the next step?

Schedule a quick call with our financial advisors.

Recommended Reading

Wealth Management Financial Advisors On Investing Across Your Lifetime

Episode 39: Investing Across Your Lifetime

In this episode, we talk about how to succeed at investing across your lifetime by breaking down jargon like diversification and allocation.

Financial Advisor Wealth Management in Chicago Podcast on Helping Kids Make College Choices

Episode 38: Helping Kids Make College Choices with Nate Bargar

In this episode Nate Bargar a post-secondary counselor, joins us to discuss how to help high schoolers think through their college choices.

Financial Design Studio, Inc.

We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.