Childfree Wealth® Navigating Your "Enough" in Retirement with Claudia, Ep 165
Nov 19, 2025
Dive into the emotional and practical challenges of retirement planning. A cancer diagnosis reshapes retirement timelines, prompting a deep exploration of dreams and desires in Arkansas. The struggle of leaving a high-paying job contrasts with the freedom that financial independence offers. Unique topics like estate planning for childfree individuals, encore careers, and managing wealth without enabling loved ones are discussed. Mindset shifts from questioning financial stability to envisioning a fulfilling retirement journey create an engaging dialogue.
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Episode notes
Question Annuitiy Recommendations
- Avoid buying annuities just because an advisor sells them to you.
- Ask whether the product benefits you or the seller before committing any large portion of your portfolio.
Health Scare Shifted Retirement Lens
- Claudia shared that a recent stage-one cancer diagnosis made her rethink retirement timing and priorities.
- The diagnosis shifted her view on longevity uncertainty but did not eliminate future plans to move to Arkansas.
Design Life Before Picking Investments
- Define the daily life you want in retirement before choosing investments.
- Use that lifestyle vision to test whether your savings and portfolio truly support your goals.
