Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement
Summary
In this episode, Robert Brokamp interviews Wes Moss, author of *The Retire Sooner Method*, about the non-financial pillars of a happy retirement. They discuss the importance of "core pursuits" and adventure-related hobbies for daily purpose, as well as the need to intentionally cultivate community to combat America's friendship recession. Moss also explains his multi-asset income investing strategy, emphasizing "SWAN money" for sleep-well-at-night security, and advises listeners to create written "Happy Retiree Life Maps" and retirement timelines to reduce anxiety and visualize their future.
Topics discussed
Introduction and guest background
Defining core pursuits and daily purpose
The role of adventure and anticipatory happiness
Creating a Happy Retiree Life Map
Sponsor segments: Schwab and Range Rover
The friendship recession and community building
Intentional relationship investment and timing
Sponsor segments: Fundrise and Range Rover
Transitioning portfolios and SWAN money
Multi-asset income investing strategies
The importance of a written retirement plan
Closing remarks and disclosures
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