088: The Philosophical Questions Behind Retirement with Mitch Anthony

Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, “When are we going to get to tax strategies? When are we going to get to income strategies?” We discuss all of those things, of course, but much of the philosophy behind how I help clients plan for retirement comes from the teachings of Mitch Anthony.

I’ve been inspired by Mitch since I was in high school. Mitch is the author of many books, including The New Retirementality: Planning Your Life and Living Your Dreams at Any Age You Want. I’ve been following his work for decades, gifted his books dozens of times, and I’m honored to have a chance to interview him.

Mitch joins the podcast today to discuss how he helps his clients find purpose in life as they plan for retirement, how changing attitudes toward aging has affected people in mindset, health, and longevity, and how to find a sustainable balance between vocation and vacation – no matter what stage of life you’re in.

A Special Gift for Podcast Listeners!

the new retirementality mitch anthony

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.

In this podcast interview, you’ll learn:

  • Why Mitch didn’t understand the psychology of retirement when he was young.
  • How his first career in a suicide prevention center led him to help his retirees focus on living with meaning.
  • Why the concept of retirement is so recent in history that it’s barely discussed in writing before the 20th century, and why retirement as we know it now is so different from what it used to be.
  • Mitch’s warning for people who think playing all day in retirement is going to make them happy – and why the divorce rate spikes drastically in the first 18 months of retirement.
  • What Mitch’s mother-in-law did to stop her husband from spiraling after leaving his job of 42 years.
  • The tools Mitch uses to help couples bring their concepts of retirement into alignment – and how couples have successfully navigated the challenges of retirement together.
  • How Mitch works with his financial advisor – and the philosophical questions that inform his decision-making process.

Inspiring Quotes

  • “The purpose of life is not money. The purpose of life is to live a life of purpose.” – Mitch Anthony
  • “The concept of retirement was a shortsighted political machination and social manipulation.” – Mitch Anthony

Interview Resources

Read The Transcript