In our last episode, I sat down with my husband and life co-pilot, Robert Hendershott, to reflect back on the last 10 years together–and the first 10 years of Hendershott Wealth Management!

He joined me for another conversation today to turn our gaze forward and talk about what’s coming up next because our family is on the cusp of a huge milestone: Robert’s retirement.

(Make sure you go back and listen to episode 249 if you haven’t already. It’s not required to understand this episode, but if you’re interested in learning more about how to build wealth and financial freedom as a couple and want more context for today’s conversation, it’s worth it.)

After years of financial partnership and saving for this stage in life, we sat down to take you behind the scenes of how we planned for Robert’s retirement–and how we’re navigating the years to come.

When most people hear “plan,” they think of getting your ducks in a row and then following each step to get where you want to be. But. As we learned, not all plans work that way.

Sometimes life is linear and predictable, and sometimes it throws you curveballs that lead to winding down a hedge fund a few years (!) earlier than anticipated and initiating part-time retirement, a.k.a. a living vacation.

To be honest, it’s kind of mind boggling to be at this stage in our life and living into the vision we’ve been working towards for more than a decade.

Getting to this point required us to answer one of the hardest questions in financial planning: What is enough? Now that we’ve answered–and achieved–it, the question is…

What’s next?

Listen in to find out! 

Here’s what you’ll learn in this week’s episode of Love, your Money:

• The steps Robert took to wind down his hedge fund responsibly, and how the Silicon Valley Bank failure changed his retirement plans
• The conversation we had about our finances that had us saying “yes” to Robert giving up full-time employment 
• How Robert is filling his time and creating structure in the absence of a standard workday, including ingenuism and why it’s so important to Robert
• What’s in the zeitgeist about retirement, and what it really means to us professionally, financially, and intellectually
• Our plans for the next 5 to 10 years, including the things we are not able to plan for yet, and how we’re navigating the potential risks that cloak the future
• The steps we’ve taken to build a life that feels like a living vacation, and how it reduces the shock of retirement
• If Robert’s money were writing him a love note, what would it say?

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/robert-hendershott-retiring-with-purpose

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.