Overcoming Frugality in Retirement with Dan Crosby
Retirement Answer Man
Navigating the Transition to Retirement
Exploring the challenges faced by individuals transitioning into retirement after excelling at saving, focusing on conflicts within couples regarding spending habits, the balance between enjoying today versus securing tomorrow, and the struggle to find meaning post-retirement. Discusses the influence of financial incentives on planners, the fear of running out of money in retirement, and a model for advisors to guide clients through retirement concerns with empathy, purpose-finding, and financial stability.
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