Lifestyle Design for an Enriching Retirement: Purpose, Fitness, Learning

Retirement is a big deal.

It marks the end of one chapter and the start of another. 

But planning for that new chapter? Not so simple.

Most folks spend tons of time planning for the financial side. But they overlook an equally crucial piece—their lifestyle.

We’ve helped hundreds of people retire, and today, we’ll share tips for thriving in retirement—not just surviving it. 

Here’s what you’ll learn:

• Finding purpose after your career

• Staying socially and physically active

• Embracing lifelong learning 

• Creating your retirement lifestyle plan

Let’s dive in!

Finding Purpose Is Key

After decades of working, how do you find meaning without a job?

One path: Follow your passions through volunteering or part-time gigs.

Flex your skills while giving back. Major win-win.

Example: A client of ours, let’s call him Jim, spent 30 years as an accountant. In retirement, he started volunteering to help seniors with their taxes. He loves using his skills to serve the community.

Having a sense of purpose is vital as you age. Studies show it can lower the risk of Alzheimer’s, stroke, and premature death. When you wake up WITH a reason, you’ll be happier and more motivated each day.

Social Health Is Wealth

Retirement means more free time. Use it to invest in relationships. 

Stay connected with family and friends. But also build new circles through local clubs or online groups.

You’ll feel happier, sharper, and more youthful. 

Example: We’ve had many clients get into pickleball after retiring. It’s a great way to make new friends while staying active. Check out the Claremont club and all the activities they offer: https://www.claremontclub.com/.

Loneliness can be a major issue for retirees. But an active social life combats this. Sharing laughs and making memories keeps your mind sharp. You’ll live longer AND better!

Feed Your Mind and Body

Want an awesome retirement? Take care of your physical and mental fitness.

Get moving through simple exercise like walking or swimming.

And keep learning through classes, travel, or online courses.

I love using YouTube to learn new skills—like golfing, editing podcasts, you name it.

Example: Many of the people we have helped retire have taken advantage of senior activities offered by the city they live in. Here is an example of the senior activities the city of Claremont offers: https://www.ci.claremont.ca.us/government/departments-divisions/human-services/seniors/classes-personal-enrichment-copy.

Challenging your brain and body can pay major dividends as you age. You’ll stay independent longer with a lower risk of dementia, depression, and other diseases.

Wrapping Up

There you have it—a game plan for a fulfilling retirement lifestyle. 

The keys? Purpose, social ties, growth, preparedness.

With thought and effort, you can make this journey amazing. 

Not just financially secure, but deeply rewarding too.

So start planning now.

Dream big—and get specific. 

The retirement you want? It’s absolutely possible.

Schedule a call with a fee-only, fiduciary financial advisor to see how we can work with you.

This material was generated using artificial intelligence (Claude AI) and edited by Evermont Wealth and Kaleido Inc. from information derived from sources believed to be accurate. This information should not be construed as investment, tax, or legal advice.