Accountant hand using a calculator and writing on financial expense receipt documents at an office desk, representing tax calculation and auditing

Breaking the Saving Habit

Sep 3, 2026

Brad shares his approach to transitioning from a full-time schedule to a more purposeful, flexible retirement. He highlights the importance of planning for travel and experiences, being intentional with both time and money, and calculating sustainable income so retirees can enjoy their “go go years” with peace of mind.

  • Intentionally design your retirement life—don’t just default into slowing down.
  • Calculate income and expenses to see if you can responsibly pursue your dreams now.
  • A strong team allows for smoother transitions and less stress as you scale back.
  • The “go go, slow go, no go” years require different mindsets and plans.

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