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Navigating an Abundant Retirement with Carol DeweyAuthor: Carol Dewey
Hey! This is Carol Dewey Im excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress... In this podcast you will: 1. Get crystal clear on your destination 2. Identify the biggest retirement obstacles retirees now must overcome 3. Gain new mindset to retiring abundantly 4. Have new solution to retiring abundantly AFTER THE EMBRAER 176 touched down at Chicago OHare, I put the draft of the manuscript I was finishing on the seat and grabbed my bag from the overhead compartment. Wow! Thats a wonderful goal, said the woman in seat 3D. Her comment startled me, and I wasnt exactly sure what she meant. Until I turned around. She was pointing at the title, Retire Abundantly. To the woman in 3D, the question of how to retire abundantly was a daunting challenge. It is for many people: Retirement is a subject that returns 241,000,000 Google results. Two hundred and forty-one million! Our three-legged retirement system, made up of Social Security, pensions, and personal savings, has changed a lot in the past 30 years. Social Security contributes less than it used to, pensions have become 401(k)s, and personal savings arent what they used to be, because people are living longer. And worse, traditional financial planning techniques can make this situation worse. Pat advice that doesnt take into account your goals and situation can cause serious damage to the happiness you should enjoy in your retirement years. No wonder the woman in 3D was struck by my title. You want answers. This podcast can deliver some. Language: en Genres: Business, Education, Investing, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Why Abundant Retirement Is About More Than Money
Episode 84
Thursday, 15 January, 2026
In this first episode of 2026, host Carol Dewey explores the "quiet tension" many successful retirees and pre-retirees feel despite having a solid net worth. She moves the conversation beyond simple math problems and market performance to address why many feel unsettled even when they have "enough." Carol challenges the traditional view of retirement as a single event, reframing it as a complex transition that requires coordinated navigation rather than siloed advice.Listeners are invited to move from a state of "drifting" to one of "responding," ensuring their wealth is fully aligned with their lifestyle, values, and legacy.Key TakeawaysRetirement is a Transition, Not an Event. Retirement is often viewed as a date on the calendar or a single financial transaction, but it is actually a major life transition where identity, routines, and income sources shift. Navigating this transition successfully requires awareness and the ability to adjust when conditions change.The Danger of Fragmentation: Success often leads to complexity, resulting in "siloed advice," where different experts (CPAs, attorneys, and advisors) handle individual pieces of a financial life. Without a coordinated perspective responsible for the whole picture, high-net-worth individuals often carry hidden risks they cannot see.Net Worth vs. Usable Wealth: A high net worth does not automatically equate to financial peace. True "abundant retirement" comes from understanding how wealth is coordinated, how taxes impact decisions over a lifetime, and ensuring money is working for your life rather than the other way around.Confidence Over Certainty: While many seek certainty, it is often an illusion due to changing markets, health, and tax laws. True peace of mind comes from confidence—knowing you have considered multiple outcomes and understand your trade-offs so you can respond to change rather than react to it.Moving from Success to Significance: For those who have already achieved financial success, the next step is finding clarity and alignment. This involves preparing the family, not just the portfolio, and ensuring that wealth supports a deeper sense of purpose and identity after a career or business transition.Additional Highlights From the EpisodeThe "Enough" Gap: Discussion on why having millions can still lead to fear when a plan is not coordinated or defined.Real-World Lessons: Carol shares a story of a successful business owner who had a great team but lacked a coordinated tax and succession strategy.2026 Roadmap: A preview of upcoming topics including invisible risks, tax traps, and planning for purpose beyond documents.Episode Resources & Links🎧 Listen to Navigating an Abundant RetirementSpotify
