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Why 37% of Retirees Have Regrets (And How to Avoid Them)

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Manage episode 488461499 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.

"I planned for 30 years of expenses—but zero years of purpose."

This was a recent client's confession, and she's not alone.

In fact, nearly 40% of retirees say they wish they had waited longer to retire (and it's not about money).

In this episode, I'm revealing why even the most financially prepared retirees fall into identity crises and regret.

I'm also sharing my 5-step "Bridge Strategy" to help you retire with clarity and purpose, not just a seven-figure portfolio.

If you're planning FOR retirement but haven't considered what you're retiring TO, this episode is for you.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Need professional retirement & tax planning help?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

  continue reading

227 episodes

Artwork
iconShare
 
Manage episode 488461499 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.

"I planned for 30 years of expenses—but zero years of purpose."

This was a recent client's confession, and she's not alone.

In fact, nearly 40% of retirees say they wish they had waited longer to retire (and it's not about money).

In this episode, I'm revealing why even the most financially prepared retirees fall into identity crises and regret.

I'm also sharing my 5-step "Bridge Strategy" to help you retire with clarity and purpose, not just a seven-figure portfolio.

If you're planning FOR retirement but haven't considered what you're retiring TO, this episode is for you.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Need professional retirement & tax planning help?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

  continue reading

227 episodes

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