Shaping Your Retirement Podcast
Redefining what it means to retire.
In this episode of Shaping Your Retirement, we dive into the exciting world of traveling in retirement with Kim Huber, travel advisor at AdventuresandCruises.com
Retirement is the perfect time to explore new places, visit loved ones, and create meaningful experiences—and Kim shares the top travel trends for retirees, from private group travel to the rising popularity of river cruises.
Whether you're looking for a bucket-list adventure, a small-group experience, or just wondering how to break out of your travel comfort zone, this episode is packed with expert insights to help you plan your next unforgettable trip. ✈️🌍
Getting Personal About Retirement Finances with Lauren Hunt, CFP ®
Retirement isn’t just about saving enough—it’s about knowing how to use what you’ve saved to create a fulfilling, secure future. In this episode of Shaping Your Retirement, we sit down with Lauren Hunt, Certified Financial Planner and founder of Daybreak Wealth, to discuss how to approach retirement planning with confidence and clarity.
Lauren shares her journey from the Chicago Stock Exchange to building her own financial planning firm, as well as key strategies for managing financial transitions, preparing for market volatility, and making smart money decisions in retirement.
💡 Key Takeaways:
✔️ Why defining your own version of success is crucial
✔️ The importance of cash buffers and financial flexibility
✔️ How to navigate the emotional shifts of retirement
✔️ Common retirement planning misconceptions—and how to avoid them
Whether you're a few years away from retirement or already in it, this episode is packed with actionable advice to help you feel empowered about your financial future.
Lauren Hunt, CFP - Daybreak Wealth - https://daybreak-wealth.com/
Where Will You Live in Retirement? Exploring Your Housing Options
When it comes to retirement, money and location tend to dominate the conversation. But what about housing that truly fits your lifestyle and needs?
In this episode of Shaping Your Retirement, Jess & Leslie break down the modern housing trends for retirees and those over 50. From 55+ communities and co-housing to multi-generational homes and communal living, there are more choices than ever before.
🔹 What’s the difference between co-housing and retirement communities?
🔹 Why are more retirees choosing multi-generational living?
🔹 How does social connection impact housing choices in later life?
🔹 Which options are the most affordable and accessible?
If you’re thinking about where you’ll call home in retirement, this episode is packed with insights to help you explore your options.
The Truth About Early Retirement: A Conversation with Cory Bittner, CRPC®
Many dream of early retirement, but what does it really take to retire before 60? More importantly—what happens after you retire?
In this episode of Shaping Your Retirement, Jess & Leslie sit down with Cory Bittner, CRPC®, co-founder of Falcon Wealth Advisors and host of the Upticks podcast, to talk about the financial strategies, tax planning, and life adjustments needed to retire early.
💰 What you’ll learn:
✅ The biggest financial mistakes early retirees make
✅ How to access retirement savings before 59 ½ without penalties
✅ Why healthcare planning is a critical piece of the puzzle
✅ The importance of purpose and staying engaged in retirement
Thinking about early retirement? Before you quit your job, make sure you have a plan that works for you.
Find Cory Bittner at: https://falconwealthadvisors.com/
Ikigai & the Happiness Portfolio: Finding Purpose in Retirement
What if we told you that retirement doesn’t have to mean slowing down—but could actually be a time to rediscover your purpose?
In this episode of Shaping Your Retirement, we sit down with Vikash Kanani, Managing Director at Chatsworth Wealth Management, and a passionate advocate for redefining retirement. He shares how the Japanese concept of Ikigai—your reason for being—can be the secret to a more meaningful, connected, and joyful retirement.
Inspired by his own family’s story and his experience working with high-level professionals and entrepreneurs, Vikash offers real-world insights on:
Why Okinawans don’t even have a word for retirement
What the “Happiness Portfolio” from HarvardX teaches us
How non-financial planning is key to your retirement success
Why identity, purpose, and community matter even more than the numbers
How to plan for more than just your money
Whether you're contemplating retirement, already in it, or supporting others on that journey, this episode is packed with wisdom, heart, and actionable ideas to help you shape a retirement that's not just long—but fulfilling.
Connect with Vikash Kanani on Linkedin: https://www.linkedin.com/in/vikash-kanani/
Contact Vikash directly at: vikash.kanani@sjpp.co.uk
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About the podcast.
Shaping Your Retirement is a dynamic podcast that redefines what it means to retire in today’s world. We dive into modern retirement opportunities, challenges, and adventures, covering topics such as health and wellness, financial planning, Social Security, Medicare, travel, relocation, and finding purpose in this exciting life stage.
We aim to inspire and empower our audience—retirees and those planning for retirement—with actionable insights, heartfelt stories, and expert advice.
Let’s Get Social: Creating Connection in Retirement
One of the biggest changes that comes with retirement? Your social life. For decades, work has shaped your daily interactions—but when that ends, it’s up to you to create the kind of connection and community that supports your well-being.
In this fun and thoughtful episode of Shaping Your Retirement, Leslie and Jess explore the importance of social connection in retirement—and how it affects your mental, physical, and emotional health.
We cover:
✔️ Why loneliness can sneak up after retirement
✔️ The difference between extrovert vs. introvert social needs
✔️ Volunteering, clubs, and meetup groups
✔️ Fun ways to connect through cooking, pets, exercise, or arts and crafts
✔️ How to find virtual communities when in-person options are limited
✔️ Tips for building friendships that fit your personality and lifestyle
Whether you're already retired or just planning ahead, this episode is full of real-world ideas to help you stay connected, inspired, and fulfilled.
👉 What kind of social life do YOU want in retirement? Tune in to get inspired and start planning your next connection.