Rethinking Retirement: Building a Life on Your Own Terms


Hi Reader,

What happens when the life you planned no longer fits the person you’ve become?

Retirement planning can create space to reconsider where you live, how you work, and what you want your next chapter to look like.

"The easier path might have been the house in the suburbs and the 2.2 kids and the cute little doodle dog. But I'm having fun, and I'm having adventures, and the trust and the belief in myself, it's never been stronger."

MEG MCKEEN

Rethinking Retirement: Building a Life on Your Own Terms

In this episode, I talk with Meg McKeen, Founder and Principal Consultant at Adjunct Advisors LLC, about the personal and financial decisions that reshaped her life.

Meg shares how divorce pushed her to understand her finances and become her own advocate, how she eventually left corporate life and became a full-time traveler, and why she’s learning to balance saving for the future with living today.

We also explore practicing retirement, spending after years of saving, and giving yourself permission to choose a path that may look different from everyone else’s.

Meg Discusses:

  • How divorce became a turning point for learning to make financial and personal decisions independently
  • Why understanding everyday expenses helped her see that supporting herself financially was possible
  • How leaving corporate life and selling her home eventually developed into five years of full-time travel
  • Why practicing a different lifestyle before retirement can help clarify what you actually want from it
  • How learning to spend intentionally can be just as important as building the habit of saving for retirement
  • And more!

You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.

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This checklist covers 32 of the most important planning issues to identify and consider for someone who is about to retire. It’s structured as follows:

  • Cash Flow Issues
  • Health Insurance Issues
  • Asset & Debt Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues

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Keeping Retirement Simple,

Eric Blake, CFP®

Retirement Is More Than Just a Math Problem.

Learn how our 3-step process can help you successfully navigate this decades-long transition—without overpaying the IRS!

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