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.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app