Designing a Fulfilling Retirement: How David Buck Helps Clients Master the Non-Financial Side of Retirement

Designing a Fulfilling Retirement: How David Buck Helps Clients Master the Non-Financial Side of Retirement

In this episode of the Freedom Nation Podcast, host Jeff Kikel talks with David Buck, an expert in helping people navigate the non-financial aspects of retirement. David specializes in guiding clients through the emotional and lifestyle changes that come with retirement, helping them design a meaningful and purposeful post-career life. Listen in as David shares his insights on how to prepare for retirement beyond the numbers, including managing time, maintaining social connections, and finding new purpose in the next chapter of life.

Key Takeaways:

• Transitioning from Career to Retirement: David shares his journey from business development to founding Kyros Management Solutions and eventually creating the Infinity Lifestyle Design program. He emphasizes the importance of planning for the non-financial aspects of retirement to ensure a fulfilling and purposeful life.

• Understanding the Emotional Side of Retirement: David explains the challenges that retirees face, such as losing their professional identity and social connections. He highlights the importance of envisioning and planning a post-career lifestyle that aligns with one’s values and interests.

• The Importance of a Support Network: David discusses the need for strong relationships with both financial professionals and loved ones when planning for retirement. He also touches on the common challenges couples face when one or both partners retire and spend significantly more time together.

• Balancing Work and Personal Life in Retirement: David offers advice on how to decide whether to continue working in retirement and how to balance this with personal goals and family expectations. He encourages retirees to redefine their roles and consider flexible work arrangements that align with their desired lifestyle.

• Tools for Optimizing Time and Lifestyle: David introduces his Time Optimized Life approach, which includes assessments to help clients identify their strengths and opportunities. He also shares tips on how to effectively manage time and maintain flexibility in both work and personal life during retirement.

About the Guest:

David Buck, founder of The Infinity Lifestyle Design, leverages over three decades of experience in business development to help individuals and couples optimize their time in both their careers and retirement. As a Certified Professional Retirement Coach, he focuses on creating comprehensive post-career strategies that encompass spiritual, mental, social, physical, and financial aspects. David’s approach is rooted in his personal experience, aiming to blend career and personal life seamlessly. His goal is to guide clients toward a fulfilling and flexible lifestyle that excites and motivates them.

Links:

https://infinitylifestyledesign.com/

Fast Five Questions:

1. If you woke up and your business was gone, you have $500, a laptop, a place to live, and food, what would you do first? "The first thing I will do is I'm going to pray because I'm going to need clarity and peace of mind to be able to make the next step. So it'll start there to help me set the right time frame and mindset to then move forward."

2. What is the biggest mistake that you have made in business? "The biggest business mistake I made was not being forceful enough when I realized that the revenue plan for a large customer was unrealistic. I should have been more assertive in addressing the issue early on."

3. What is a book that you would recommend? "Deep Work by Cal Newport”

4. What is a tool that you use every day that you would recommend? "Clockify”

5. What is your definition of freedom? "Freedom to me is having maximum flexibility in life, where you can invest time in whatever area of your life needs it most, whether it's work or personal relationships."

About Jeff:

Jeff spent the early part of his career working for others. Jeff had started 5 businesses that failed before he had his first success. Since that time he has learned the principles of a successful business and has been able to build and grow multiple seven-figure businesses. Jeff lives in the Austin area and is actively working in his community and supporting the growth of small businesses. He is a board member of the Incubator.Edu program at Vista Ridge High School and is on the board of directors of the Leander Educational Excellence Foundation

Connect with the Freedom Nation podcast at https://freedom-nation-podcast.captivate.fm/

Connect with Jeff:

Instagram: https://www.instagram.com/freedomnationpodcast/

Twitter: https://twitter.com/JeffKikel

LinkedIn: https://www.linkedin.com/in/jeffkikel/

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