The Psychology of Retirement Planning

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. You might be surprised to find out that many financial advisors actually spend significant time on this side of the planning process, and we’ll take you through that on this show.

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

• Few people consider the consequences of leaving your everyday routine behind. (1:53)
• Why we struggle to find genuine meaning in retirement. (4:20)
• This is the time to try things you’ve always wanted. (6:24)
• What can you do invest in personal growth and development? (8:28)
• What have our clients done to get mentally prepared for retirement? (10:54)

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