This episode discusses the importance of saying no as an act of self-protection and boundary-setting in retirement. Financial advisors and retirement planners Jim Martin & Casey Bibb emphasize focusing on core values and maintaining financial sustainability. They cover practical scenarios such as resisting pressure from family, avoiding high-risk investments, managing time commitments, preventing overspending, and discerning conflicting financial advice. Listeners are encouraged to create a plan that aligns with their priorities, empowering them to say no when necessary, and ultimately enabling a happy and sustainable retirement.
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00:00 The Power of Saying No 00:09 Balancing Family Expectations in Retirement 00:39 Setting Boundaries for a Fulfilling Retirement 03:17 Top Five Things to Say No To in Retirement 03:37 Helping Adult Children Without Sacrificing Your Retirement 04:31 Avoiding High-Risk Investments 06:00 Managing Your Time and Commitments 08:03 Financial Planning for Sustainable Retirement 09:28 Navigating Conflicting Financial Advice 11:21 Cautionary Tales and Life Changes 12:37 Saying No with Confidence and Without Guilt 14:10 Empowering Boundaries with a Financial Plan 16:02 Q&A: Handling Family Conflicts and Guilt 19:51 Final Thoughts and Contact Information 20:42 Disclaimer and Legal Information

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