A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet.
*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.
Trevor interviews Kerri Patrick, a geriatric social worker and therapist at Kildaire Counseling in Cary, to explore the emotional side of retirement, including the loss of structure, identity, and social connection that work once provided. Patrick explains why the early excitement of retirement can give way to an “is this it?” letdown, and how grounding yourself in your values can guide what comes next, whether that’s phased retirement, mentoring, volunteering, or lifelong learning through programs like OLLI at NC State. She shares why a flexible daily routine and strong social ties matter (one study equates social isolation to smoking 15 cigarettes a day), and offers guidance for couples with different visions for retirement, from mapping out shared goals to giving each other space and considering couples counseling. Shifting to financial readiness, Lawson breaks down a recent Morningstar article by Christine Benz on dental care, one of the most overlooked retirement expenses since it falls outside of Medicare. He walks through the three main ways to cover it (standalone dental insurance, Medicare Advantage, and self-funding) along with the tradeoffs of each.
Link to article: https://www.morningstar.com/retirement/retirement-expense-you-may-be-missing
28 Sept 2026
6 Pillars of Lifestyle Medicine for a Healthier Retirement
Trevor interviews Chad Royster, a nurse practitioner at UNC Rex Hospital, to discuss how lifestyle medicine can prevent, slow, and even reverse the chronic conditions that threaten independence in retirement. Royster outlines the six pillars of lifestyle medicine (nutrition, physical activity, avoidance of risky substances, sleep, stress management, and social connection), explains why nutrition matters most and why breakfast is the easiest place to start, and makes the case that your genes are not your destiny. He also connects a sense of purpose to longevity through lessons from the world's blue zones. Shifting to financial readiness, Lawson analyzes Fidelity's latest retiree health cost estimate, which shows a 7.5% jump in projected lifetime healthcare expenses, with the average 65-year-old retiring in 2026 now needing $185,500 (and couples $371,000). That makes planning for healthcare costs within a retirement income plan more important than ever.
31 Aug 2026
Fueling Purpose: How Nutrition and Long-Term Care Planning Support an Active Retirement
Trevor interviews dietician Shelly Wegman to discuss how tailored nutrition sustains energy, mobility, and mental clarity as metabolic needs evolve. Wegman highlights the importance of countering age-related muscle loss by evenly distributing protein and high-quality carbohydrates throughout the day, avoiding late-day calorie spikes, and working with professionals when utilizing GLP-1 medications or supplements. Shifting to financial readiness, Lawson analyzes the 2025 Milliman Long-Term Care Index, emphasizing that a 65-year-old needs an estimated $135,000 set aside for future care costs—a burden amplified by Medicare's limited coverage and rising inflation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
9 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 23 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
34
Social presence
0
YouTube
0
Engagement
32
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Questions about Retirement With/On Purpose
Who hosts Retirement With/On Purpose?
Trevor Lawson host the show. Published by Trevor Lawson.
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