Financial Planner – Gainesville GA | RichLife Advisors

EP 021

The Retirement Revolution: Starting Your Next Great Chapter

with Tom Loegering

LISTEN HERE

 

INSIDE THIS EPISODE

Unlocking Purpose in Retirement: The Seven Pillars for a Fulfilling Life

In this energizing episode of The Rich Life Retirement Show, Beau Henderson sits down with Tom Loegering — author, nonprofit founder, golf course owner, and endurance motorcyclist — to explore how to create a purpose-driven retirement.

At 86 years old, Tom is not slowing down. His insights are a blueprint for anyone looking to make the most out of retirement — not just financially, but personally, physically, and spiritually.

Tom’s book, Success or Failure: The Choice Is Yours, challenges the outdated notion that retirement is the end of productivity.

Instead, he argues it can be the beginning of the most meaningful chapter of life.

Rooted in his Seven Pillars framework, Tom encourages retirees to think of themselves as businesses, where personal mission statements and integrated planning across all areas of life lead to balance and fulfillment.

Each of the Seven Pillars—personal, financial, family, physical, community, professional, and spiritual — play a crucial role in building a rich and rewarding life.

Tom emphasizes that most people may focus on one or two, but true well-being comes when they’re all in alignment.

He candidly shares stories of retiring and un-retiring seven times, offering a real-world example of resilience and reinvention.

Beau and Tom dive deep into the importance of defining your personal mission statement, not just for career goals but for life direction. They touch on financial strategies including inflation-proof income and the power of legacy—not just in dollars, but in values passed to future generations.

For those feeling stuck or uncertain, Tom offers mentoring to help align life goals with actionable plans.

His message is clear: retirement doesn’t have to be passive. It can — and should — be a launchpad for impact, connection, and growth.

KEY TAKEAWAYS

00:46 – Beau introduces Tom Loegering, a dynamic 86-year-old author, entrepreneur, and nonprofit leader, discussing his unconventional approach to retirement.

 

03:19 – Tom explains the motivation behind his book and how watching retirees live unfulfilling lives shaped his Seven Pillars philosophy.

 

05:32 – Breakdown of the Seven Pillars: personal, financial, family, physical, community, professional, and spiritual.

 

09:21 – Tom discusses how most people are aware of these areas but fail to integrate them into a cohesive life plan.

 

12:29 – Why every retiree should think like a business owner and start with a mission statement.

 

17:07 – Tom recounts his journey of retiring at 27, facing setbacks, and rebuilding multiple times—emphasizing personal responsibility.

 

18:30 – Exclusive offer: two months of free mentoring with book purchase, and testimonials from mentees he’s helped.

 

26:26 – Beau emphasizes the importance of staying the course with your retirement plan amid political or economic change.

 

30:42 – Introduction of Social Security Clarity, Beau’s new book to help retirees optimize benefits and navigate recent legislative changes.

RESOURCES FROM THE SHOW

Connect with Beau and the RichLife Team:

 

Connect with Tom Loegering:

Get Tom Loegering’s BookSuccess or Failure: The Choice Is Yours

Tom’s Website / Mentoring Access

To schedule a “RichLife Retirement Rodamap Review”: Text “RRR” to 877-731-7424 to set up a comprehensive retirement planning review with the RichLife Advisors team.

For retirement planning questions: visit the “AskBeau.com” mailbag to submit your questions.

DISCLOSURES

Beau Henderson is an investment advisor representative, with Fiduciary Capital. Inc, a registered investment advisor.

Opinions expressed on this program do not necessarily reflect those of Fiduciary Capital. Inc, are for educational purposes only and do not constitute specific individual advice.

RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

Beau Henderson and RichLife Advisors are not associated with or endorsed by Medicare, the Social Security Administration or any other government agency.

Investing in securities involves risk, including potential loss. No investment strategy can guarantee returns or eliminate risk. Investment values and income can fluctuate with market conditions.

Past performance does not predict future results. References to protection or steady income apply only to fixed insurance products, not securities or investment advisory products. Guarantees depend on the insurance company’s financial strength. Surrender charges apply for early withdrawal, which is taxed to ordinary income and may incur a 10% federal tax penalty if taken before age 59 and a half.