In a utopian world, people hope to make a difference in the world. Many individuals choose careers where their ability to implement positive change is part of their everyday life.
Financial planners share that their career mission is the same – to help others live their best lives, with the final chapters fulfilling hopes for wealth, health, and happiness. The bonus for those working to help people financially is when they know their hard work has made a difference.
Retirees Blog About The Best Days Of Their Lives
A recent blog post from a retiree of three years is an incredible testament to the need to plan to retire in the lifestyle desired. This public share is a valuable testimonial for the financial planner who helped this client. The post also offers a consumer perspective that encourages others to seek out the expertise of a professional wealth manager to help people meet their savings goals.
To quote the blogger exactly, she stated, “…happiness blogs made me reflect upon how the last three years of retirement had gone for me vs. what I thought it was going to be like before I retired. This blog entry is my journey through the thought process on retiring, how it has panned out, and how it relates to happiness!”
Surprise! The Family Home May Be The Ideal Place To Retire
The essence of this financial advisor’s client perspective is that they had never anticipated their retirement happiness tied to the areas they expected to change at this stage of life. And that in retirement, they found a new meaning to the state of “happy.”
This person spent their working life idealizing moving to the beach in retirement. So, they were surprised when they found a new love for their lifetime home once they left the workforce.
The original family home they initially thought to sell became a tribute to their legacy. In this home, they now welcome grandchildren and create new passions to explore. The financial security in owning the house in full also allows them to help their children with their home purchases – genuinely paying it forward for their next generation.
Financial Planning Is Peace Of Mind
It is a simple philosophy, but often it is not realized until it is seen in practice that planning truly makes a difference in a person’s happiness quotient. Financial advisors share this principle daily but seeing their advice change a client’s life is transformative.
In this case, a once stressed-out high-level executive blossomed into a blogger sharing the meaning of inner happiness. The topic itself and the sharing of this all-too-often overused concept of “inner peace” is now the heart of the retiree and a new passion for being shared to a broader audience.
The Old Adage Proves True In Retirement – Happiness Is A Journey
Cliches are often frowned upon, but the truth is they exist because they are true. Case in point as per the overworked executive turned happiness blogger. Experiencing happiness is a journey, not a destination.
Like anything, how does a person value what they have if they don’t have a different perspective? For this retiree, the awareness they received in the transformative meaning of the family homemade them further value the hard work and sweat equity they put into that house during their years in a career and rearing children.
The Questions For The Future Are Answered In Retirement
Retiring is a milestone that has more meaning than the end of work life. In this real-world example, retiring became the time for true soul searching.
This person shares that they enjoyed their first few weeks of retirement celebrating. Bike rides, exercising at leisure, reading a book for fun, and living life without confines were a welcomed relief. But the immediate reprieve from a definitive schedule wasn’t the final destination. The thoughtfulness that came following the retirement honeymoon was the sweet, unexpected finding of peace of mind.
Retiring In Wealth, Health, And Happiness Is The Answer
Retirement is not a vacation. It is time to reflect on the meaning of life and an opportunity to share this wisdom with the people and organizations of importance.
The dedicated financial planning this retiree invested in throughout their working days defines retiring in wealth, health, and happiness—a simple equation when living the plan every day of life under the guidance of a trusted advisor. And the unexpected joy is the beautiful benefit of taking control of finances throughout life to realize dreams in retirement.
This post first appeared on Forbes.