Tag: Human Connection
132: The Search For Purpose and Meaning In Retirement with Tom Pendergast

132: The Search For Purpose and Meaning In Retirement with Tom Pendergast

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We all have an idea of what retirement will be like.

But what happens when reality doesn’t match your expectations?

For many, the transition from a structured career to unstructured free time isn’t as easy as it seems.

That’s exactly what happened to Tom Pendergast.

Tom is a retired professional who found himself facing an unexpected challenge: boredom

In this episode, Tom reveals his personal journey through the human side of retirement—the identity shifts, the search for purpose, and the unexpected struggles that come with it.

You’ll Learn: 

  • Why Tom’s initial idea of retirement didn’t match the reality
  • The challenges of shedding a career identity and finding a new purpose
  • Experiments Tom tried to create a more meaningful retirement
  • The role a financial advisor can play in easing the transition

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Tom Pendergast: 

About Our Guest: 

Tom Pendergast is a writer and editor with eclectic interests, including cars, birds, outdoor exploration, baking, cybersecurity, and privacy. He often jokes that he’s no longer fit for corporate work, but his career has included serving as the Chief Learning Officer at MediaPRO, a cybersecurity and privacy education company. Before that, he founded and ran Full Circle Editorial, a book packaging company, with his wife, Sara. During that time, he authored and edited two dozen books and countless articles. He also served on the local school board and remains interested in local politics.

He lives in Snohomish, Washington, with his wife, artist Sara Pendergast. They have two grown children and a close-knit circle of friends. Together, they enjoy hiking, racing cars, drinking beer, gardening, watching birds, and making the most of life.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby

131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby

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We all know that true wealth goes far beyond money.

Yet, we all act as though money is the ultimate end game.

Like when your client says, “Once I get to $_____, then I’ll be ready.”

But money is simply a tool to fund the life you want to live.

And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillment.

But what are the ways that money can buy happiness?

How can you use money to feel more fulfilled?

Fortunately, Dr. Daniel Crosby is a leading expert in behavioral finance and the author of “Soul of Wealth: 50 Reflections on Money and Meaning.” 

And, in this episode he’ll share specific ways you can use money to fund the life you want to live.

What You’ll Learn:

  • How and why you should use your money to buy time
  • A simple gratitude idea that instantly boosts your happiness
  • Ideas to help clients cope with the discomfort of market uncertainty
  • An exercise to determine whether your spending aligns with your values
  • A personal story that shook him to realize that true wealth is more than money

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Dr. Daniel Crosby: 

About Our Guest: 

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His third book, The Behavioral Investor, was Axiom’s best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he’s not decoding market psychology, Daniel is a husband and father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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Subscribe: RSS | More