Published Jan 6, 2023

333 | Unlocking Your First Mini-Retirement

Explore the transformational potential of mini-retirements with Brad Barrett, Jonathan Mendosa, and Jillian Johnsrud as they discuss strategies for financial planning, aligning personal desires with life choices, and leveraging workplace flexibility to take extended, fulfilling breaks before traditional retirement.
Episode Highlights
ChooseFI logo

Popular Clips

Questions from this episode

Episode Highlights

  • Financial Planning

    Financial planning is crucial when considering a mini-retirement. emphasizes the importance of addressing employment concerns, as many fear the inability to find work post-retirement. She notes, "For most people, the first issue is employment. I need a job after this. And there's a lot of stress and there's a lot of insecurity of what if I can't get a job?" 1. To combat this, Jillian suggests creating a dream board to visualize an ideal day and week, helping individuals plan their time effectively during a mini-retirement 2. This exercise encourages people to imagine a life beyond work, focusing on personal growth and fulfillment.

       

    Negotiating Time Off

    Negotiating time off for a mini-retirement can be daunting, but offers practical advice. She highlights the current flexibility in workplaces, suggesting that now is an ideal time to negotiate extended leave 3. Jillian advises framing the request positively, emphasizing your value to the company while expressing the need for a break. She states, "I love this company, I love my job, I want to make your life easier, here's ways I'm willing to help do that" 4. This approach can open doors to possibilities previously thought unattainable, encouraging individuals to explore their options.

Related Episodes