Drew, a burntout, financially responsible 40something father of two, hopes he can scale back from his stressful job and still be okay when it’s time to retire. James offers a practical and philosophical take as he tackles Drew’s question. He demonstrates how to determine when Drew and his wife will be in a good position to fully retire. He also challenges listeners to assess their spending and saving habits and to strike a balance between planning for an unknown future while still finding fulfillment, freedom, and purpose today.

Questions answered:
How can I determine if I can stop saving for retirement?

What introspective questions should I ask now to help me live well pre and postretirement?

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⏱Timestamps:⏱
0:00 Drew’s question
2:07 Two mindsets
6:08 Assess current and future needs
7:33 Projection exercise
11:28 Working backwards
14:50 Working 10 more years
18:21 Back to the initial question
19:47 Considering growth rate
21:38 A philosophical question
23:52 3 Levers
26:07 Check spending/saving habits

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