Eric Weigel's guest appearances

Eric Weigel

Beyond Retirement

Generation Bold

The Long View

OwlTail

Fritz Gilbert

Our guests on the podcast today are Eric Weigel and Fritz Gilbert. Fritz is a repeat guest on The Long View. He writes the popular Retirement Manifesto blog, and he also wrote a book about retirement called Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. Eric Weigel is the founder of a retirement coaching firm called Retire With Possibilities, and he is also the author of a book on retirement called Reimagining Retirement: 9 Keys to True Wealth. Together they collaborated on a recent survey of retirees and preretirees to gauge their attitudes about retirement and to help flag potential blind spots about retirement planning.Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify | Google Play | StitcherBackgroundEric Weigel BioFritz Gilbert BioRetirement Manifesto BlogKeys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years, by Fritz Gilbert“Fritz Gilbert: Early Retirement Made Simple,” The Long View podcast, morningstar.com, Oct. 26, 2021.Retire With PossibilitiesReimagining Retirement: 9 Keys to True Wealth, by Eric WeigelSurvey and Results“Retirement Perspectives and Attitudes Survey,” by Fritz Gilbert and Eric Weigel, retirewithpossibilities.com, May 2023.“Laura Carstensen: ‘I’m Suggesting We Change the Way We Work,’” The Long View podcast, Morningstar.com, Sept. 14, 2021.“7 Secrets to a Great Retirement,” by Fritz Gilbert, theretirementmanifesto.com, Feb. 2, 2023.80th Birthday—FranklinCovey video“The End of History Illusion,” by Jordi Quoidbach, Daniel Gilbert, and Timothy Wilson, science.org, Jan. 4, 2013.Blind Spots“Shining the Light on Retirement Blind Spots,” by Fritz Gilbert, theretirementmanifesto.com, May 18, 2023.“Introducing the 90/10 Rule of Retirement,” by Fritz Gilbert, theretirementmanifesto.com, Oct. 7, 2021.Chip ConleyHolmes-Rahe Scale“Longevity and the New Journey of Retirement,” EdwardJones study, agewave.com.Other“The Ten Commandments of Retirement,” by Fritz Gilbert, theretirementmanifesto.com, March 6, 2018.

Our guests on the podcast today are Eric Weigel and Fritz Gilbert. Fritz is a repeat guest on The Long View. He writes the popular Retirement Manifesto blog, and he also wrote a book about retirement called Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. Eric Weigel is the founder of a retirement coaching firm called Retire With Possibilities, and he is also the author of a book on retirement called Reimagining Retirement: 9 Keys to True Wealth. Together they collaborated on a recent survey of retirees and preretirees to gauge their attitudes about retirement and to help flag potential blind spots about retirement planning.<a href="https://the-long-view.simplecast.com/episodes/eric-weigel-and-fritz-gilbert-uncovering-blind-spots-in-retirement-planning" rel="nofollow" target="_blank">Listen Now</a>: Listen and subscribe to Morningstar’s The Long View from your mobile device: <a href="https://podcasts.apple.com/us/podcast/the-long-view/id1462214964" rel="nofollow" target="_blank">Apple Podcasts</a> | <a href="https://open.spotify.com/show/21UMpSDjAl7HzyQ0M0wvLw" rel="nofollow" target="_blank">Spotify</a> | <a href="https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS81U0V3a0pZaQ%3D%3D" rel="nofollow" target="_blank">Google Play</a> | <a href="https://www.stitcher.com/s?fid=398637&amp;refid=stpr" rel="nofollow" target="_blank">Stitcher</a>Background<a href="https://www.linkedin.com/in/ejweigel?original_referer=https%3A%2F%2Fwww.google.com%2F" rel="nofollow" target="_blank">Eric Weigel Bio</a><a href="https://www.linkedin.com/in/fritzgilbert/" rel="nofollow" target="_blank">Fritz Gilbert Bio</a><a href="https://www.theretirementmanifesto.com/blog/" rel="nofollow" target="_blank">Retirement Manifesto Blog</a><a href="https://www.simonandschuster.com/books/Keys-to-a-Successful-Retirement/Fritz-Gilbert/9781646113392" rel="nofollow" target="_blank">Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years</a>, by Fritz Gilbert“<a href="https://www.morningstar.com/podcasts/the-long-view/e8b3c47b-0e67-4c00-b146-8b1060a5d604" rel="nofollow" target="_blank">Fritz Gilbert: Early Retirement Made Simple</a>,” The Long View podcast, <a href="http://www.morningstar.com/" rel="nofollow" target="_blank">morningstar.com</a>, Oct. 26, 2021.<a href="https://www.retirewithpossibilities.com/" rel="nofollow" target="_blank">Retire With Possibilities</a><a href="https://www.retirewithpossibilities.com/reimagine-retirement/" rel="nofollow" target="_blank">Reimagining Retirement: 9 Keys to True Wealth</a>, by Eric WeigelSurvey and Results“<a href="https://www.retirewithpossibilities.com/wp-content/uploads/2023/05/Retirement-Perspectives-and-Attitudes-Survey-May-2023.pdf" rel="nofollow" target="_blank">Retirement Perspectives and Attitudes Survey</a>,” by Fritz Gilbert and Eric Weigel, <a href="http://retirewithpossibilities.com/" rel="nofollow" target="_blank">retirewithpossibilities.com</a>, May 2023.“<a href="https://www.morningstar.com/podcasts/the-long-view/0ad88f54-46cb-49ef-9359-678c5b0165a8" rel="nofollow" target="_blank">Laura Carstensen: ‘I’m Suggesting We Change the Way We Work,’”</a> The Long View podcast, <a href="http://www.morningstar.com/" rel="nofollow" target="_blank">Morningstar.com</a>, Sept. 14, 2021.“<a href="https://www.theretirementmanifesto.com/7-secrets-to-a-great-retirement/" rel="nofollow" target="_blank">7 Secrets to a Great Retirement</a>,” by Fritz Gilbert, <a href="http://theretirementmanifesto.com/" rel="nofollow" target="_blank">theretirementmanifesto.com</a>, Feb. 2, 2023.<a href="https://resources.franklincovey.com/mkt-7hv1/80th-birthday" rel="nofollow" target="_blank">80th Birthday</a>—FranklinCovey video“<a href="https://www.science.org/doi/10.1126/science.1229294" rel="nofollow" target="_blank">The End of History Illusion</a>,” by Jordi Quoidbach, Daniel Gilbert, and Timothy Wilson, <a href="http://science.org/" rel="nofollow" target="_blank">science.org</a>, Jan. 4, 2013.Blind Spots“<a href="https://www.theretirementmanifesto.com/shining-the-light-on-retirement-blind-spots/" rel="nofollow" target="_blank">Shining the Light on Retirement Blind Spots</a>,” by Fritz Gilbert, <a href="http://theretirementmanifesto.com/" rel="nofollow" target="_blank">theretirementmanifesto.com</a>, May 18, 2023.“<a href="https://www.theretirementmanifesto.com/introducing-the-90-10-rule-of-retirement/" rel="nofollow" target="_blank">Introducing the 90/10 Rule of Retirement</a>,” by Fritz Gilbert, <a href="http://theretirementmanifesto.com/" rel="nofollow" target="_blank">theretirementmanifesto.com</a>, Oct. 7, 2021.<a href="https://chipconley.com/" rel="nofollow" target="_blank">Chip Conley</a><a href="https://www.stress.org/holmes-rahe-stress-inventory" rel="nofollow" target="_blank">Holmes-Rahe Scale</a>“<a href="https://agewave.com/what-we-do/landmark-research-and-consulting/research-studies/longevity-and-the-new-journey-of-retirement/" rel="nofollow" target="_blank">Longevity and the New Journey of Retirement</a>,” EdwardJones study, <a href="http://agewave.com/" rel="nofollow" target="_blank">agewave.com</a>.Other“<a href="https://www.theretirementmanifesto.com/the-ten-commandments-of-retirement/" rel="nofollow" target="_blank">The Ten Commandments of Retirement</a>,” by Fritz Gilbert, <a href="http://theretirementmanifesto.com/" rel="nofollow" target="_blank">theretirementmanifesto.com</a>, March 6, 2018.

Eric Weigel and Fritz Gilbert: Uncovering Blind Spots in Retirement Planning

Eric Weigel calls himself a Retirement Architect. He is the founder of Retire with Possibilities, an advisory and retirement coaching firm dedicated to helping people consciously design their own journey into retirement. He is a Certified Professional Retirement Coach and University of Chicago MBA grad with more than 3 decades of experience. He's also the author of "Reimagining Retirement: 9 Keys to True Wealth".Starting at timestamp 9:00, Eric talks about "NET WEALTH", an acronym he created to identify what he feels are the nine key components necessary for a happy retirement. He believes that traditional retirement planning looks at the first three keys, the answers to where and how you're going to retire:NestEarningsTimeBut the next six keys are crucial to how you see yourself in the future:WorkEmotional energyAchievementsLearningTribeHealthHe also talks about the need for balance between an "easy" life and a "fulfilling" life, because it's important to have both. Eric can be reached through his website, https://retirewithpossibilities.com

Eric Weigel calls himself a Retirement Architect. He is the founder of Retire with Possibilities, an advisory and retirement coaching firm dedicated to helping people consciously design their own journey into retirement. He is a Certified Professional Retirement Coach and University of Chicago MBA grad with more than 3 decades of experience. He's also the author of "<a href="https://amzn.to/3iNUJOd" rel="noopener noreferrer nofollow" target="_blank">Reimagining Retirement: 9 Keys to True Wealth</a>".Starting at timestamp 9:00, Eric talks about "NET WEALTH", an acronym he created to identify what he feels are the nine key components necessary for a happy retirement. He believes that traditional retirement planning looks at the first three keys, the answers to where and how you're going to retire:<ul><li>Nest</li><li>Earnings</li><li>Time</li></ul>But the next six keys are crucial to how you see yourself in the future:<ul><li>Work</li><li>Emotional energy</li><li>Achievements</li><li>Learning</li><li>Tribe</li><li>Health</li></ul>He also talks about the need for balance between an "easy" life and a "fulfilling" life, because it's important to have both. Eric can be reached through his website, <a href="https://retirewithpossibilities.com" rel="noopener noreferrer nofollow" target="_blank">https://retirewithpossibilities.com</a>