On this episode of The Above Board podcast, John welcomes back Brandon Hatcher to discuss how to be “retire ready” beyond just finances, building on Brandon’s recent retire-ready checklist event and their earlier “Power of Positive Aging” episode. They explore how retirement can trigger boredom or an identity crisis, why today’s longer, healthier retirements require purpose, routine, and continued growth, and how to use the “what it’s not” exercise to define an ideal retirement (e.g., not endless TV, not doom-scrolling, not wasting time).
They highlight the importance of community, family and grandkids, health, and aligning expectations with a spouse, including trying a sabbatical or “soft retirement” before fully stopping work. They also briefly cover key financial basics: defining desired lifestyle and cash flow, building income sources, using tax-diversified accounts (taxable, IRA, Roth), and keeping taxes low.
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