• The Power of Self-Assessment and Planning for a Fulfilling Retirement with Don Gleason

  • Nov 5 2024
  • Length: 28 mins
  • Podcast

The Power of Self-Assessment and Planning for a Fulfilling Retirement with Don Gleason

  • Summary

  • About Don Gleason: Don Gleason, CEO and President of Achieve New Heights, leverages his passion to 'help people find the career that energizes them and the life that fulfills them.' He discovered early on his passion to 'clean America’s waters' and later to 'lead teams to new heights.' After 42 years in military and corporate leadership positions, he now helps others find their passion, as many know the destination but not the path.


    In this episode, Shawn and Don Gleason discuss:

    • The importance of early retirement planning and financial readiness
    • Balancing personal health and financial strategies in retirement
    • Personal growth through self-assessment and accountability practices
    • Mitigating risks in retirement and protecting against market volatility


    Key Takeaways:

    • Starting retirement planning by age 40 allows for the benefits of compounding and lowers the risk of financial strain, as waiting until later years significantly limits financial growth potential.
    • Balancing a financial retirement plan with healthcare preparation is crucial, as both health maintenance and potential rising healthcare costs become essential factors in financial stability.
    • Regular self-assessment, including identifying personal successes and gaps, enables individuals to make better life and career adjustments, which ultimately supports more fulfilling retirements.
    • Establishing multiple income sources—such as pensions, Social Security, savings, and personal investments—adds resilience to a retirement plan and helps ensure that financial goals can be met despite market fluctuations.


    "You don't wander into success. Success comes from planning—figuring out where I want to go, what I want to do, and how to get there." — Don Gleason


    Connect with Don Gleason:

    Website: https://achievenewheights.com/

    Email: dgleason2009@hotmail.com

    LinkedIn: https://www.linkedin.com/in/don-gleason/


    Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement



    Contact Shawn:

    Website- https://www.retirewisepro.com/

    YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

    LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

    Instagram- https://www.instagram.com/retirewise_llc/

    Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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