The Return on Intention: Aligning Money with Meaning

In this powerful episode of Navigating Abundant Retirement, host Carol Dewey shifts the conversation from traditional returns and market metrics to something far deeper: Return on Intention.

Carol explores why many retirees feel financially successful but emotionally unfulfilled — and how reconnecting money to meaning can transform the retirement experience. Through real client stories and a three-level framework (Stability, Security, Significance), she explains how to align your wealth with your values, your purpose, and the life you truly want to live.

This episode is a reminder that retirement isn’t just about having enough — it’s about knowing what “enough” means for you.

Key Takeaways1. More isn’t always better

Many people spend their lives accumulating without defining “enough,” leading to endless chasing and emotional dissatisfaction.

2. Return on Intention > Return on Investment

ROI matters — but the deeper impact comes from how your financial decisions support joy, purpose, connection, and legacy.

3. The Three Levels of Financial Fulfillment

• Stability — Financial Control

Understanding income, expenses, and cash flow.

• Security — Financial Confidence

Reliable income streams, tax strategies, and protection.

• Significance — Financial Purpose

Using wealth for legacy, impact, and meaning.

4. Three Steps to Build Your Return on Intention

• Revisit your WHY — realign your financial decisions around your purpose.

• Align your financial tools — every account or product must serve a clear goal.

• Measure success differently — peace, purpose, and joy are the true metrics.

5. Gratitude changes how you see your wealth

Through stewardship and gratitude, money becomes not just something you have — but something you use to bless others.

💬 Memorable Quote of the Week

“The greatest wealth is the ability to fully experience life.” — Henry David Thoreau

📌 Featured Call to Action

If you're ready to connect your money with your meaning, schedule your Lifestyle & Legacy Assessment with Carol.

Discover how to align your income, investments, and estate plan with the life you truly want to live.

📘 Resources & Links

📘 Free Download: 8 Key Drivers of Company Value

https://perpetualwealthfinancial.com/8keydrivers

📅 Book your Complimentary Lifestyle & Legacy Assessment:

https://link.betterautomate.com/widget/bookings/meetcarol/discovery-v

💬 Website:

https://www.perpetualwealthfinancial.com

💬 Connect with Carol on LinkedIn:

https://www.linkedin.com/in/perpetualwealth/

🎧 Listen & Subscribe:

Available on Apple Podcasts, Spotify, and YouTube