Lifestyle Tips to Consider for Retirement

You’ve worked the majority of your life, and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on-track to accomplish all of your retirement goals and dreams. If it’s been a little while since your last retirement review, then CLICK to request your complimentary, no obligation meeting.

Here are 3, quick and easy lifestyle tips to consider for your life in retirement.

The first, is to not “check out” of society in retirement. Retirement is a time to relax, but relaxing shouldn’t mean that you stop everything.  A body in motion stays in motion.  Use this time to increase your involvement in your community and the lives of others, or simply do what you love. This can allow you to meet and make more friends, discover hobbies that you never knew you’d enjoy, and keep you engaged, active, and busy.

The second, is that your wisdom is priceless. So, why not try and find an opportunity to mentor someone younger. Whether it’s someone at work, a grandchild, or someone random, spending time with a younger person can be a great way to utilize your wisdom, feel useful, and have fun.  Your mentee will benefit from your time, knowledge, and experiences, and mentorship can be a rewarding way for you to spend some of your free time.  Your mentee may even engage in reverse mentorship and offer knowledge in areas that you wish you knew more about.

And the third, is to resist the urge to not spend money in order to leave more behind for heirs. It is possible to pass money on to your children without feeling broke in retirement.  Your children would likely rather see you enjoy your retirement than not spend any of your hard-earned savings.  A happy medium between saving and spending can make all parties better off.


Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. Investing involves risk, including the possible loss of principal. Diversification and asset allocation does not ensure a profit or guarantee against loss. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.