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Sep 15, 2022

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.

Retirement can span 25-30% of our lives so we want to be as prepared for this next chapter as possible so the earlier we can embrace this side of planning, the more we’ll be able to fully enjoy retirement.

Here’s some of what you’ll learn on this episode:

  • Why it’s so difficult to walk away from a life and routine that’s defined you for years. (4:04)
  • Retirement is a time to embrace the person you’ve always wanted to be. (6:03)
  • The actions you can take to be better prepared for this psychological side of retirement. (7:43)
  • Some examples of ways our clients have found this meaning in retirement and what they’ve chosen to do. (11:58)
  • Why it’s not easy to figure this out once you’re in retirement. (15:34)

For more information: