Discovering The Four Phases of Retirement with Dr. Riley Moynes

Today, I’m talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement journey-he’s experienced it himself.
His newest book is an updated and expanded edition of The Four Phases of Retirement: What to Expect When You’re Retiring. We’re going to dig into what these four phases are, but also how they applied to Riley in his own life.
In our conversation, you’ll learn how he waltzed through phase one, struggled through phase two, tried countless ventures in phase three, and found a new calling in phase four. If you’re trying to identify your unique abilities and create a fulfilling future, this episode is a must-listen!
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To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit retirewithpurpose.com/406
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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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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. 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. For more information on professional designations, visit www.finra.org/investors/professional-designations.

[@integrityconsultingservice8258]

This was a very informative podcast. It struck me that many of us, especially men, may be going through these phases on our own, while standing in the middle of community. I.e.6 friends all going through the same phases, but unbeknownst to one another because we don’t talk about it. What a waste of community. Thank you for this.

[@retirewithpurpose]

So glad this topic could be a source of encouragement!

[@jerrylamb1327]

Enjoyable! I am in the fuzziness stage for sure. Not much of a vacation stage yet. Thanks for this excellent podcast!

[@retirewithpurpose]

So glad to hear you enjoyed it! That fuzziness stage is tough.

[@DavidSklar-si7pb]

Thought the discussion about the four phases of retirement was extremely informative and valuable. Great content.

[@retirewithpurpose]

Thank you for your comment! So glad that you enjoyed listening to the conversation! If you have a specific question or if you are ready to take the next step in planning your retirement, we would love to connect with you for a complimentary 15-minute consultation to see how Howard Bailey Financial might benefit you and your retirement goals. If you’re ready to take that step, fill out this form: howardbailey.com/schedule Have a great day!

[@barbaramulligan8161]

Thanks you for the great interview. I listen to the podcast and get so much encouragement. Recently retired from teaching career and may be in stage 2. Hoping to find purpose soon!

[@CaseyWeade-vw8bz]

Thanks Barb! Congratulations on your retirement! Purpose is right around the corner…stay tuned.

[@nata3467]

Just lost a retired friend a suicide I think he was so stuck in phase 2. It scares me because I'm in a high-stress job looking to hopefully retire in 2.5 years and I hope that I am able to do it better and smarter so that I can be happy.

[@vvictorialam]

i cannot text you guys as i am not from america, how should i request a free book? thanks!

[@retirewithpurpose]

Thank you for your interest in this video! Dr. Moynes was a wonderful guest with a wealth of knowledge! Feel free to send us an email at [e-mail].