Tag: Retirement Spending

Rethinking Retirement: Building a Life on Your Own Terms (Ep. 123)

Rethinking Retirement: Building a Life on Your Own Terms (Ep. 123)

What happens when the life you planned no longer fits the person you’ve become?

Retirement planning can create space to reconsider where you live, how you work, and what you want your next chapter to look like.

In this episode, I talk with Meg McKeen, Founder and Principal Consultant at Adjunct Advisors LLC, about the personal and financial decisions that reshaped her life. Meg shares how divorce pushed her to understand her finances and become her own advocate, how she eventually left corporate life and became a full-time traveler, and why she’s learning to balance saving for the future with living today. We also explore practicing retirement, spending after years of saving, and giving yourself permission to choose a path that may look different from everyone else’s.

Meg discusses:

  • How divorce became a turning point for learning to make financial and personal decisions independently
  • Why understanding everyday expenses helped her see that supporting herself financially was possible
  • How leaving corporate life and selling her home eventually developed into five years of full-time travel
  • Why practicing a different lifestyle before retirement can help clarify what you actually want from it
  • How learning to spend intentionally can be just as important as building the habit of saving for retirement
  • And more!

Resources:

Connect with Eric Blake: 

Connect with Meg McKeen: 

About our Guest: 

Meg McKeen is the founder and principal consultant of Adjunct Advisors LLC and the host of the Bound & Determined podcast. After building a traditional corporate career in the insurance industry, Meg stepped away at 39, took a year away from work, and launched her company in 2018.

Her personal path has included marrying young, divorcing at 30, and building an independent life without children. In 2021, Meg sold her Chicago home and many of her belongings to begin traveling full-time. She has since spent meaningful time in every state except Alaska while continuing to run her business.

Meg’s story encourages women to question long-held assumptions about work, home, success, and retirement. She also brings an honest perspective on the planning, uncertainty, and tradeoffs involved in creating a less traditional next phase of life.

Meg McKeen and Adjunct Advisors LLC are not affiliated with Blake Wealth Management or RFG Advisory.

The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)

The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)

What if money could buy happiness, but only if you knew how to spend it?

In this episode, I sit down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to uncover five practical, research-backed ways to feel more joy and purpose in your retirement spending. We talk about how aligning spending with values can remove guilt and increase fulfillment, especially for women navigating major life transitions like divorce or widowhood.

Brendan discusses:

  • Why spending on experiences creates lasting happiness over buying material things
  • How to “buy time” and use money to focus on what matters most
  • The psychological benefits of delayed gratification
  • Why generosity lights up the brain’s reward center more than self-spending
  • The key difference between spending more and spending better
  • And more!

Resources:

Connect with Eric Blake: 

Connect with Brendan Frazier: 

About our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own financial advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform to help financial advisors and their clients better understand the behavioral, psychological, and emotional sides of money. When he’s not diving into the latest behavior and psychology research, he is spending time with his wife Shannon and three kids, Brooks, Shepherd, and Merritt. And, he welcomes all unsolicited advice on how to successfully raise three kids.