Retirement Planning Education, with Andy Panko #176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement
Oct 30, 2025
Brian Tegtmeyer, founder of Truly Prosper Financial Planning, explores the non-financial dimensions of a fulfilling retirement. He emphasizes the importance of intellectual engagement, purpose-driven activities, and maintaining deep relationships. Brian introduces the 'Wheel of Retirement' exercise, encouraging listeners to assess their satisfaction in various life aspects. He highlights how making intentional choices in health, leisure, and community can enhance overall life satisfaction, ultimately aligning financial plans with a meaningful retirement vision.
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Nine Facets Define Retirement Success
- Retirement satisfaction depends on nine life facets beyond money.
- Brian Tegtmeyer highlights intellectual, purpose, leisure, health, relationships, community, home, inner growth, and finances.
Turning Point At A Vision Conference
- Brian attended Best Year Ever and realized he was drifting in life.
- That event inspired him to start his business and plan retirement intentionally.
Start Vigorous Exercise Early
- Make exercise a core habit early in retirement to preserve health and energy.
- Aim for consistent cardio and strength work to send a 'growth' signal to your body.
