Summary:
From luxury luggage and dream cars to home upgrades and fitness routines, this episode of Wealth Strategies Unleashed is all about enhancing your retirement lifestyle beyond the spreadsheets. While most retirement conversations focus on numbers, Robert Gilliland and Karen Heider dive into the often-overlooked choices that make life richer, healthier, and more fun once you’ve stopped working.
They share practical ideas to help you:
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Build an emergency fund that protects your lifestyle from market swings or surprises
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Invest in home improvements that elevate daily living
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Maintain health and happiness with the right setup and social connections
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Balance reliability with indulgence
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Choose things that make every trip smoother and less stressful
Whether you’re dreaming of global travel, savoring simple comforts at home, or finally splurging on that “bucket list” purchase, this conversation will help you plan intentionally so your retirement years are as enjoyable as they are secure.
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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.