Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners.In this episode, financial planner Len Hayduchok and humanist Joseph R. Simonetta highlight the importance of ethics, kindness, and environmental respect, showing that true fulfillment comes from living in harmony with your deepest beliefs. In this episode, Len Hayduchok and our guest, Joe Simonetta discuss:Crafting a retirement plan that aligns with personal values and diverse life experiences.Family, upbringing, and academic pursuits shaping identity and belief systemsTransitioning from careers to political aspirations and the journey from author to candidate.Defining humanity through collective support and core ethics like health, kindness, and environmental stewardship.The role of personal beliefs in life decisions, character development, and meaningful retirement planning.Key Takeaways:Retirement planning goes beyond numbers; aligning one's core values, allows for a more satisfying and purpose-driven retirement phase.Change, as shown by Joseph’s career shifts, can open new opportunities and shift our view of societal impact.The concept of humanity should be redefined to emphasize mutual upliftment in the face of adversities.Aligning personal conduct with core ethical principles, like health, kindness, and environmental respect, emerges as a clarion call for personal responsibility and global betterment. “Behavioral demands can be summarized in those seven words. Be healthy, be kind, respect the environment."— Joe SimonettaAbout the guest, Joe Simonetta:Joseph R. Simonetta is a humanist author and speaker with a rich academic background, holding degrees from Harvard Divinity School, the University of Colorado, and Penn State University. Born in Bethlehem, Pennsylvania, and raised in a working-class family, he has lived in various locations across the U.S. and abroad, including Greece and New Zealand.Simonetta has led a diverse career as an Army officer, professional athlete, entrepreneur, architectural designer, and environmental activist. He has also been a real estate developer, author, and senior editor of the World Business Academy. A two-time nominee for the U.S. Congress, he serves on the board of The Secular Community.An accomplished athlete, Simonetta won a gold medal in the Sprint Triathlon at the 2023 U.S. National Senior Games in the 80-84 age division. He is married to Susana Rojas Simonetta, and they have two children: Russell and Fiorella.Connect with Joe Simonetta:Website: https://joesimonetta.com/ About the host, Len Hayduchok:Len Hayduchok is a Certified Financial Planner with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton School of Business and Biblical Theological Seminary. Len is dedicated to client and community education, offering various resources and instruction on retirement-related topics. Learn more about Len’s book:MaxAMAZING Your Retirement: Practical Guidance for an Enjoyable and Fulfilling Capstone to Your LifeBook website: https://maxamazing.com/ Dedicated Financial Services: https://dedicatedfinancial.com/CONNECT WITH LEN:Website: https://maxamazing.com/len-hayduchok/Show notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
