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Podcast Episode

Making Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81

Accessible Finance For Retirement·Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning·7 July 2025·26 min

About this episode

In episode 81 of Accessible Finance, Eric and Rachael Johns discuss how to create and fund your retirement bucket list without breaking the bank. They share their own bucket list items and emphasize the importance of quantifying costs and setting realistic goals. The episode covers key strategies such as setting up dedicated savings accounts, budget reallocation, and considering side hustles. They also stress the importance of not neglecting core financial principles like maintaining an emergency fund and avoiding debt. Tune in for insights on planning a financially viable and enjoyable retirement. 00:00 Introduction to Episode 81 00:17 Discussing Retirement Bucket Lists 00:42 Personal Bucket List Dreams 02:46 Funding Your Bucket List 03:17 Budgeting and Financial Planning 05:23 Creative Savings Strategies 07:10 Practical Spending Adjustments 12:30 Side Hustles and Extra Income 13:27 Balancing Bucket List and Retirement Plans 14:00 Avoiding Debt for Bucket List Items 14:54 Evaluating the Value of Experiences 16:55 Family Discussions on Vacation Preferences 20:09 Planning and Saving for Bucket List Items 25:05 Achieving a Balanced Retirement 25:27 Conclusion and Listener Engagement