When I Retire, I Will... A Financial and Life Planning Conversation

There's a 7-minute animated short that got nominated for an Oscar this year called Retirement Plan. It's free on YouTube, narrated by Irish actor Domhnall Gleeson, and it follows a middle-aged man named Ray who spends his days listing everything he plans to do once he finally retires. Ryan uses the short as a jumping-off point for a bigger conversation about the expectations we build around retirement and the life we’re living right now. Here’s what we discuss in this episode: 💵 Pension Planning: Why understanding your retirement benefits matters before making permanent decisions ✈️ Travel Goals: Turning “I’ll travel more someday” into an actual financial plan ❤️ Giving Back: Using retirement assets strategically when charitable giving matters to you ⚖️ Life Balance: Saving for the future without sacrificing everything you could enjoy today 🕰️ More Time: Learning how to say yes—and no—when retirement gives you greater control of your schedule 🌅 Present Living: Why the film’s message about being “aggressively present” hits especially hard 📝 Your Own List: Using the short film as inspiration to think about what you want retirement to look like   “Retirement Plan” (2026 Oscar Nominee) | The New Yorker -  https://www.youtube.com/watch?v=2Mqa4zfJdx4   Visit us online: https://blackoakam.com/ Phone: (470) 508-0508 Get in touch with the Black Oak team: https://blackoakam.com/contact-us/ Schedule a call with Ryan: https://speakwithryan.com/ Get your tax-free retirement toolkit: https://bit.ly/3PMjKqc Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI