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The Psychology of Retirement: 5 Facts You Need to Know

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Manage episode 484175318 series 3551573
Content provided by Matt Paul & Steve Paul, Matt Paul, and Steve Paul. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Paul & Steve Paul, Matt Paul, and Steve Paul or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Retirement isn’t just a financial decision. The transition can come with unexpected emotional challenges that many are not prepared for. Today we’re going to dive into the psychology of retirement by outlining five key psychological shifts retirees face and discuss how to prepare for them.

From the fear of spending your life savings to the loss of identity after leaving your career, we’re going to provide you with real client experiences, mindset strategies, and practical advice on navigating this new chapter. No matter how comfortable you feel about retirement, the facts we’ll highlight in this video will give you some things to think about and plan for.

Here’s what we discuss in this episode:
📊 49% of retirees don’t have a withdrawal strategy
🚪 The Go-Go, Slow-Go, and No-Go phases of retirement spending
💸 Gifting vs. hoarding: how to enjoy your money before it's too late
📺 47 hours of weekly TV — and how boredom can sneak into retirement

Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51

  continue reading

25 episodes

Artwork
iconShare
 
Manage episode 484175318 series 3551573
Content provided by Matt Paul & Steve Paul, Matt Paul, and Steve Paul. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Paul & Steve Paul, Matt Paul, and Steve Paul or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Retirement isn’t just a financial decision. The transition can come with unexpected emotional challenges that many are not prepared for. Today we’re going to dive into the psychology of retirement by outlining five key psychological shifts retirees face and discuss how to prepare for them.

From the fear of spending your life savings to the loss of identity after leaving your career, we’re going to provide you with real client experiences, mindset strategies, and practical advice on navigating this new chapter. No matter how comfortable you feel about retirement, the facts we’ll highlight in this video will give you some things to think about and plan for.

Here’s what we discuss in this episode:
📊 49% of retirees don’t have a withdrawal strategy
🚪 The Go-Go, Slow-Go, and No-Go phases of retirement spending
💸 Gifting vs. hoarding: how to enjoy your money before it's too late
📺 47 hours of weekly TV — and how boredom can sneak into retirement

Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51

  continue reading

25 episodes

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