Manage episode 472307638 series 3597894
Robert Gilliland and Karen Heider unpack the 5 biggest non-financial retirement regrets, from losing social connections to making lifestyle changes that limit freedom. They explore how to avoid these pitfalls by planning for the “what’s next” well before your last day at work.
They share actionable ways to:
- Create a clear plan for post-retirement purpose and passion projects
- Make smart decisions about upgrading, downsizing, or relocating your home
- Align retirement expectations with your spouse to avoid friction over lifestyle and schedules
If retirement is on your horizon, this conversation will help you think beyond the numbers so you can enter your next chapter with confidence, connection, and clarity.
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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
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