You may have seen the headlines—Warren Buffett just boosted Berkshire Hathaway’s cash pile to a record $347 billion. And naturally, people are asking: Is he expecting something big? Is he pulling back from the market?

We’ve had some of those same questions come up in client conversations—especially during market dips earlier this year. So today, we’re going to break it down and talk about what this move actually means for people nearing or already in retirement.

“Have you ever had that thought: What if my advisor is wrong? It’s a fair question—especially when the future feels uncertain.

Today, we’re going to talk openly about that doubt—and explain what advisors are actually meant to do.

In this episode of the podcast, Nick, Tori, and Connie explore a provocative idea: what if the key to happiness in retirement isn’t saving more, but spending differently? Drawing on new research and real client experiences, the team discusses how money can be used intentionally to boost well-being, connection, and meaning in retirement.

Tune in to hear how retirees can shift their mindset — and their spending habits — to find more joy and purpose in the years ahead.

Some topics covered:

• Why “more money” isn’t always the answer

• The surprising results of the global $10,000 study

• Which spending categories actually boost happiness

• How retirees can align their money with their values

• Four powerful reflection questions to guide more joyful spending