Let's explore a common yet critical mistake that can derail a successful retirement – the misconception that the goal of retirement is merely to continue growing wealth. Through the story of a client named Jim, let's uncover the importance of shifting the focus from portfolio growth to truly living a happy and fulfilling retirement. Key takeaways include asking yourself the purpose of your money, ensuring your nest egg serves your happiness, and building a reliable income plan that prioritizes your peace of mind and legacy.
