The Gratitude Portfolio: The Wealth You Already Have

In this Thanksgiving-themed episode of Navigating an Abundant Retirement, host Carol Dewey explores the deeper meaning of abundance—one that goes beyond account balances and market performance. Carol introduces the concept of the Gratitude Portfolio: the collection of invisible yet invaluable assets that create peace, joy, and purpose in retirement.

Listeners learn why gratitude is not just an emotion but a mindset that shapes financial clarity, confidence, and decision-making. Carol walks through the four key “asset classes” of the gratitude portfolio—relationships, health, time, and purpose—and offers a practical exercise called the Gratitude Audit to help retirees reflect on the wealth they already possess.

Key Takeaways:1. Abundance Starts with Mindset, Not Money

Gratitude increases awareness and emotional wealth, even when finances don’t change.

2. Your Gratitude Portfolio Has Four Life Assets

• Relationships – the people who support, love, and grow with you.
• Health – appreciating what your body can still do.
• Time – the most limited currency with the highest value.
• Purpose – the meaning and contribution that create legacy.

3. A Gratitude Audit Creates Clarity

Listing both financial and gratitude assets helps reveal what truly matters—and what drives fulfillment.

4. Turn Gratitude Into Action

Express gratitude, share generously, and ensure your financial plan reflects what you value most.

5. Gratitude Is the Antidote to Fear

You can’t be anxious and grateful at the same time—gratitude anchors you through uncertainty.

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