In this episode, host Kevin Thompson and Certified Financial Planner Practitioner Joy Slabaugh dive into a holistic approach to retirement planning—one that goes far beyond the numbers.

They explore the emotional, psychological, and social challenges many retirees face, including the loss of identity, isolation, and shifting purpose. Joy shares how nurturing relationships, staying engaged in the community, and creating purposeful routines can help individuals thrive in retirement.

Together, Kevin and Joy challenge the traditional definition of “retirement readiness,” reminding listeners that true fulfillment in retirement isn’t just about financial security—it’s about connection, meaning, and living intentionally.

Planning to Retirement vs. Planning for Retirement (00:02:09 )

Challenges Beyond Money: Emotional and Family Concerns (00:06:01 ).

Warning Signs of Struggling with Retirement Transition (00:08:49 )

Evolutionary Perspective on Work, Community, and Well-being (00:10:53 )

Loss of Community & Impact on Well-being (00:12:34 )

Intentional Community Building in Retirement (00:15:48 )

Practical Advice: Relationship Inventory (00:21:31 )

Conclusion & Final Thoughts (00:22:49 )

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