On This Episode:
Retirement for CRNAs is much more than just reaching a savings goal. It's about deciding what kind of life you want to live, and that often means asking difficult questions about your home, your possessions, your finances, and even your identity. While popular retirement advice often focuses on what to sell before you retire, the better question is whether those things still support the life you're trying to build.
In this episode of Beyond the Mask, Sharon turns the microphone around and interviews Jeremy, a Certified Financial Planner®, about a viral retirement video that has generated millions of views. Together, they explore whether the financial advice in this video makes sense in real life. Through stories from CRNAs they've worked with over the years, we'll provide some practical guidance for creating a retirement that's intentional, fulfilling, and uniquely your own.
Here’s some of what you’ll hear in this episode:
🏡 The Right Home – Should you downsize before retirement?
👨👩👧 Helping Adult Children – Knowing when generosity becomes a financial burden
🚐 Expensive Toys – When boats, RVs, and vacation homes stop bringing joy
🚗 Lifestyle Choices – Do retirees really need two cars?
🎯 Retiring To Something – Why purpose matters as much as your portfolio
Go Inside the Episode:
0:00 – Intro
2:55 – Sell your oversized house
9:20 – Financially supporting adult children
14:27 – Expensive toys, expensive burdens
17:15 – Second car
20:53 – Work identity
29:15 – What to ask yourself
Important Links:
"The greatest financial gift you can give your children is not becoming financially dependent on them later."
