The “Do Something” Series Episode 1 - Uncomfortable Retirement Conversations

Compounding Change with Shannon Davis

Life is hard. Making decisions is hard. But sitting back and taking a “wait and see” attitude isn’t going to make it any easier. Often, the very best thing you can do, is “Do Something”.

This is a special edition of the Compounding Change Podcast, as host Shannon Davis welcomes back Leadership Coach Jenna Stolliker as they introduce the 'Do Something' series. Here, Jenna and Shannon focus on things we can all do to take action on some of life’s most important and impending stages.

In this first episode of the series, they talk about the uncomfortable topics surrounding retirement planning and caregiving. As sisters, they share personal experiences and insights on navigating the emotional complexities of these life stages, emphasizing the importance of taking small, intentional actions to address overwhelming situations.

The conversation highlights the need for open discussions about difficult topics and offers practical challenges to encourage listeners to engage with their loved ones about their wishes and needs.

Takeaways

-This series is about moving from avoidance into action.

-Retirement planning often brings up uncomfortable topics.

-Caregiving can be emotionally overwhelming and complex.

-It’s important to have conversations about end-of-life wishes.

-Understanding the emotional weight of caregiving is crucial.

-Navigating Medicare and Social Security can be confusing.

-Taking small steps can lead to significant change.

-It’s okay to feel overwhelmed during caregiving.

-Validating feelings is the first step to regaining agency.

-Every small step adds up to create meaningful change.

Chapters

01:03 Introduction to Do Something Series

03:28 Real-Life Challenges of Caregiving

06:22 Navigating Emotions in Caregiving

11:50 Understanding the System: Medicare and Social Security

13:15 Do Something Challenge: Taking Action

Helpful Links:

Jenna Stoliker: https://jennastoliker.com/

Shannon Davis: https://www.daviscompoundingchange.com/

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

Securities offered through Cambridge Investment Research, Inc., a registered

Broker/Dealer, Member FINRA/SIPC.

Investment Advisory Services are offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge Investment Research and Retirement Planning Advisors are not related to DavisCompoundingChange.com or this podcast.

Please note that investment involves risk, and no statements made in this recording are indicative of future performance.

The Compounding Change Podcast is brought to you by Shannon Davis