Do Something - Episode 6: Planning to Plan a Retirement Plan

Compounding Change with Shannon Davis

Retirement can sound like the finish line after decades of working, saving, and striving. But what if it’s really the start of something entirely new? So many people focus on what they’re leaving — a job, the grind, the stress — without ever asking what they’re stepping into.

In this episode of Compounding Change and the Do Something mini-series, hosts Shannon Davis and Jenna Stoliker dive into what it truly means to prepare for retirement.

Together, they explore the practical and personal sides of this major life transition. From understanding Social Security and Medicare to evaluating health, energy, and lifestyle goals, they discuss how to make confident decisions that align with who you are and what you value.

Remember, retirement doesn’t start when the paycheck stops. Your new life begins when you start shaping the life you want to live. Whether you’re five months or five years away, the message is clear: take one small step today toward something that matters, and begin living the future you’ve imagined.

Key Takeaways:

– Retirement isn’t an ending, it’s a beginning.

– Plan for what you’re retiring to, not just what you’re leaving behind.

– Align your plans with your health, energy, finances, and values.

– Keep Social Security, Medicare, and estate documents up to date.

– Emotional readiness matters as much as financial readiness.

– Start small: write down five things you want more of in the next decade.

– Don’t wait to live the life you envision for “someday.”

– Every list, plan, and small step counts now and into retirement.

The Compounding Change Podcast is brought to you by Jenna Stoliker at https://jennastoliker.com/

Chapters

00:55 – Rethinking Retirement

01:26 – What Are You Retiring To

03:29 – The Stoliker 5.0 Plan

05:02 – Designing Your Lifestyle, Not Just Your Bucket List

08:33 – The Purpose Factor

10:33 – Identity After Work

12:00 – Small Steps Toward Change

13:27 – Retirement as a Beginning

Helpful Links:

Jenna Stoliker: https://jennastoliker.com/

Shannon Davis: https://www.daviscompoundingchange.com/

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

Securities offered through Cambridge Investment Research, Inc., a registered

Broker/Dealer, Member FINRA/SIPC.

Investment Advisory Services are offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge Investment Research and Retirement Planning Advisors are not related to DavisCompoundingChange.com or this podcast.

Please note that investment involves risk, and no statements made in this recording are indicative of future performance.

The Compounding Change Podcast is brought to you by Jenna Stoliker at https://jennastoliker.com/