Retirement is more than a number.
“I can sleep at night”
“I have a reason to get up in the morning”
“I have a secure and fulfilling life”
ARE YOUR PLANS ON TRACK?
Unfortunately, most people don’t know if they’re on track for retirement (money) or have a clear idea of what to do when they get there (meaning). That’s a problem.
WE CAN HELP.
The tools and resources at Intentional Retirement can help you create a plan for both money and meaning so you can retire with security and purpose. Enter your email below and we’ll walk you through the process step-by-step.
Clarity · Peace of Mind · A Life Well Lived
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Retirement Toolkit
Instant access to our Retirement Toolkit
Self-Assessment
A link to our Retirement Readiness Self-Assessment
3-Part Series
A 3-part email series with everything you need to create your own intentional retirement
Weekly Articles
Updates when I post new content to the site
Recent Articles
How to use your IRA to give to charity and reduce your taxes.
Qualified Charitable Distributions Once you reach age 70 ½ you need to start taking required minimum distributions (RMDs) from your IRA each year. There’s a simple formula to determine how much you need to take. Then you just withdraw the money and—here’s the...
4 Days in Italy
Home again, Home again. Apparently I can travel faster than I can write. I made it home Tuesday in the small hours of the morning, but I still have several articles I want to share with you including about my time in Italy and Germany as well as my reflections on and...
An ancient lesson on living with a sense of urgency
I mentioned that the book I brought on this trip was Meditations by Marcus Aurelius, ruler of the Roman Empire from 161 to 180 AD. To the extent that I read books on philosophy, I tend to enjoy those that give practical insights into how we should live. As a...
Who writes this thing?
Hi there! My name is Joe Hearn and I’m a writer, newspaper columnist, and financial planner. I’ve been helping people plan for retirement for more than 20 years and I created Intentional Retirement for anyone looking to move beyond the conventional so they can live an intentional, meaningful life. If that resonates with you, enter your email above and join thousands of others who are intent on retiring TO something rather than FROM something.