The Four pillars for a Successful Retirement: Maria Litzinger- Financial Advisor (2024)

The Four pillars for a Successful Retirement: Maria Litzinger- Financial Advisor (1)

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💫Dr. Sirisha K.

Semiconductor, Manufacturing & Workforce Development Leader | Strategist | TEDx | Leadership Speaker & Author | Podcast Host | Board Member & Investor | IEEE Senior Member |

Published Feb 20, 2023

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Do you know that just planning on your finances is not enough to have a successful retirement?

Welcome to the Newsletter of the “Women, Career & Life” Podcast.

Don't forget to subscribe to my Substack newsletter: Clickhere

Takeaways from these 2 episodes:

  1. The definition of retirement for a lot of people is really a reinvention of themselves, a whole new chapter of life they're looking forward to exploring.
  2. Understand the goals for you. Is there more planning that can be done to help set YOU up to be successful in your retirement years.
  3. The four pillars of retirement are Finances, Health, Family, and Purpose.
  4. The idea of finances in retirement comes down to the theme of freedom, specifically 'freedom from' and 'freedom to' choose. Listen here to learn more.
  5. Maintaining your health throughout your lifetime often can mean in retirement that you're spending less on medical costs.
  6. Retirees are looking to spend their time in retirement with family. It's important to keep those relationships front of mind and investing the time.
  7. The fourth pillar Purpose, is about having and exploring interests that you haven't before. Have an idea prior to going into retirement of things that fill your bucket, fill your soul, and continue to keep you engaged.
  8. Retirement is a lifestyle, not just a financial decision. Think about where you want to retire, because that ties into your lifestyle, your relationships and probably where you want to drive your purpose. Listen here to learn more.
  9. If you have time, start planning the non-financial aspects of retirement a few years before you retire.

Please share ‘How you are preparing for Retirement?’ in comments 👇🏽

Maria Litzinger, CFP®, RICP®, AAMS™ is a financial advisor with Edward Jones who helps her clients achieve their financial goals. She has extensive experience guiding individuals and families through transitions and planning a successful retirement. She is also a speaker and educator who uses her expertise and platform to have an impact in her local community and beyond.

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