How To Spend Money On What Matters In Retirement
Автор: Grant Ellis, CPFA®, AIF®
Загружено: 2025-08-04
Просмотров: 113
In this episode, Grant Ellis unpacks what a family vacation to Maine taught him about intentional spending—and why being honest about what really brings you joy is one of the most underrated financial planning tools out there.
From ditching beach trips that never felt quite right, to navigating the social pressure of lake houses, boats, and vacation “flex culture,” Grant walks through the real-life exercise of aligning your money with your values.
You’ll learn:
✅Why not all spending is created equal
✅How to “test drive” big financial decisions like second homes or retirement travel
✅Why Instagram-worthy doesn’t always mean life-giving
✅The importance of practicing retirement before you get there
If you’ve ever wondered whether that beach house, boat, or bucket-list trip is really worth it—or how to find out—this episode is for you.
📍 Let’s talk about how to spend your money where it actually matters.
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If you have questions or want help navigating these financial conversations, don’t hesitate to reach out:
📧 [email protected]
👋 Visit us at EllisRetirement.com
🔔 Subscribe for more tips on retirement, life planning, and financial peace of mind.
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