Rethinking Retirement: The Quest for a Living Legacy
For decades, the idea of retirement has been about a finish line—the day you stop working. But what if it’s not about stopping at all? What if it’s about starting something new and meaningful?
We believe this next chapter is a chance to redefine success, purpose, and what it means to live an abundant life. It’s about building a living legacy—a life of impact and purpose while you’re still living it.
To design a future that isn’t just comfortable but truly exceptional, you have to ask a different kind of question.
The Birthday Toast Question: Envisioning a Life Lived
Imagine it’s your 100th birthday party, and you’re surrounded by everyone you love. Someone stands up to give a toast. What do you want them to say?
This isn’t about what you’ve left behind. It’s about the life you have lived. We use this exercise to shift your mindset away from just financial numbers and allow you to envision the legacy you want to live.
Think about the person they’re describing. What values did you embody? What wisdom did you share? What impact did you have on their lives? Did you pursue a passion for community service or personal growth? Did you strengthen the relationships that mattered most?
Connecting Your Vision to Your Wealth
Once you have a clear picture of that celebration and the life you’ve lived, we can align that vision with your resources. We call this using the 5 Levers of Authentic Wealth: your finances, health, mindset, relationships, and time.
Your toast reveals your purpose, and your finances become the engine that powers it.
- If your toast mentions a life of vibrant energy, your plan will prioritize resources for your health, supporting an active lifestyle.
- If it highlights the deep bonds of family, your plan will create the financial freedom and schedule flexibility needed to prioritize your relationships and time.
- If it describes a life of meaningful engagement, your plan will fund that generosity, whether through philanthropy or giving back to the community.
A thoughtful, comprehensive plan creates a roadmap for intentionally using every resource to achieve your purpose.
Your Authentic Life Awaits
Building Authentic Wealth helps you design the life you truly want to live. We’re here to be your guide, coach, and champion. We combine financial expertise with life planning to help you uncover your purpose, build a healthy relationship with money, and gain the confidence to pursue your dreams.
Authentic Wealth begins with an authentic life plan. To hear more about living a purposeful life, listen to the Wealth Beyond Riches podcast, Episode 32, The Legacy Lever: Designing a Life of Impact While You’re Still Living It.
Ready to start designing your life and not just your retirement? Let’s talk.