If it touches your retirement — the money, the milestones, or the
moments nobody warned you about — we're talking about it.
WHAT WE COVER
We dig into retirement planning.
Real stories. Smart strategies. What a happy life after work actually looks like.
REAL STORIES
Real conversations with retirees who felt they stopped working too early or too late — and figured it out anyway. Spoiler: it worked out.
THE FINANCIAL MECHANICS
Tax strategy, Roth conversions, RMDs, Social Security timing, portfolio management. The moves that actually move the needle — explained in plain English.
LIFE PLANNING
What does a genuinely happy retirement actually look like day to day? We help you figure that out before Monday rolls around with nowhere to be.
THE HARD STUFF
The identity shift, the spending adjustment, and why letting go of the paycheck is harder than anyone admits — and how people come out the other side happier for it.
MONEY & RELATIONSHIPS
The money conversations most couples avoid for years. We have them here so you don't have to have them alone.
THE CURVEBALLS
Health scares, market swings, plans that needed a rewrite. The stories of people who adapted, adjusted, and found their way to a retirement they actually love.
Real People. Real journeys. Honest conversations about money,
purpose, and everything in between.
START HERE
Episodes worth your commute.
EPISODE 01
Why retirement is really about happiness New
The framework that changes how you think about every financial decision you’ll make.
EPISODE 02
Why retirement is really about happiness
The framework that changes how you think about every financial decision you’ll make.
EPISODE 03
The 5 Pillars, explained
Financial security is just one of them. Here’s what the other four cost you if you ignore them.
EPISODE 04
From saver to spender — the mindset shift
Decades of saving instincts don’t just turn off. This is how people learn to actually spend their money.
HOSTED BY
The team at The Happiness in Retirement Group.
We're financial planners who believe a great retirement takes more than a good portfolio. Every episode is rooted in the real planning work we do with clients — investment management, tax strategy, and retirement income planning — translated into conversations anyone can follow.
Sometimes that means getting a little uncomfortable. We're okay with that.
OUR APPROACH
Wherever you are on the journey, the planning goes deep.
We incorporate comprehensive financial planning — investment management, tax strategy, and retirement income and goal planning — to guide you towards a retirement that feels as good as it looks on paper.
Ready to make your retirement plan
as strong as your mindset?
Let’s talk about where you are and where you want to go.
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