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You spent decades learning how to save. Retirement may require learning something much harder: when to spend, give, connect, and use your money while you still have the time.
In this episode of Mastering the 360 Mindset, Jon Meyer explores five questions he frequently hears from people approaching or living in retirement. He examines when continued saving can work against the life you’ve built, why spending can feel uncomfortable even when the numbers support it, and how money can be used to buy back time, health, experiences, purpose, and relationships. Jon also covers portfolio income, giving money to children, fair versus equal inheritances, and the role financial planning can play in making these decisions with greater clarity.
Key points:
- Knowing when continued saving may be costing you valuable retirement years and experiences
- Using money intentionally to buy back time, support your health, and maintain meaningful relationships
- Moving beyond the idea that retirement spending should come only from portfolio income
- Giving money to adult children while you’re alive and communicating the purpose behind your gifts
- Understanding why a fair inheritance doesn’t always require dividing every asset equally among children
- And more!
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