My Smart Retirement

If you’ve ever planned a trip, planned a wedding, or planned your retirement you may have realized how fun the anticipation of the adventure was. We can’t always predict the future and a lot of pre-retirees are getting started early on their bucket list before they are in retirement. On today’s episode, we’re going to explore Mark and Mona’s journey to retirement. Theories about retirement planning are great but sometimes it’s nice to hear a true-life story. They recently retired, going through various steps and weighing their priorities before making the big change. How do your dreams, plans, and priorities compare? Both Mark and Mona enjoyed their careers and Mark liked his so much he didn’t really want to retire. Mona wanted to explore more hobbies in retirement and decided to retire a little sooner than Mark. For Mark and Mona, we set up multiple contingency plans. We prepared them for what would happen if they retired sooner or later, depending on their wishes. Because of Mona’s interests and Mark’s desi