How to Set Meaningful Goals in Retirement with George Schofield

Today’s guest is George Schofield – an entrepreneur, consultant, author, and public speaker who helps businesses and individuals develop new, smarter approaches to life planning and retirement.

He’s also the author of How Do I Get There from Here: Planning for Retirement when the Old Rules No Longer Apply - a guidebook to help retirees navigate their golden years in a time when life expectancy is longer, savings are slimmer, and people rarely hold one job for life.

George has helped countless retirees get past the feeling of “I don’t know what to do” - and build a framework for life with change in mind.

Today, George joins the podcast to share his research from the cutting edge of retirement as we know it now, retirement in the future, and the psychology that goes into both. If you’ve already retired, or even if your retirement is decades away, there’s a good chance that his insights will prove highly valuable!

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ABOUT YOUR HOST CASEY WEADE:

Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.

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ABOUT HOWARD BAILEY FINANCIAL:

Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today.

Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.

And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance. You can see those resources here:

We are a fee-based independent advisory firm. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here:

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DISCLOSURE:

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU®, ChFC®, and RICP® designations and marks are the property of The American College, which reserves sole rights to their use, and are used by permission. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19.

[arthurthomasware]

Developing a Life Philosophy one can happily live with is the key, I think...and I've been "retired" for 28 years. I turn 87 in a few days and am still enjoying life.

[markspoor]

Great. Thanks. Figure out who you want to be and then set up your "dos" to make that happen. Mission, goals, tactics.

[susanharkema]

I love love the ideas of ponies…running, energetic, and free! Great interview Casey…so glad this came up in my recommended videos.

[gybx]

I have no problem with projects after retirement with a large home and much property to maintain.
I have checklists and goals galore.
But I desperately miss the human interaction and conversations at work.
Retiring completely alone brings intensive loneliness, especially in the COVID age.

[delilahelamin-sims]

I absolutely loved this interview with Mr. Schofield. Your questions were great and his answers were even better, WOW! A wealth of information. His approach is very thoughtful and understanding.