Surprising Stats about the 4 Stages of Retirement, Ep #169
Financial Symmetry: Balancing Today with Retirement
English - July 25, 2022 07:00 - 26 minutes - 21.4 MB - ★★★★★ - 45 ratingsInvesting Business Management financialplanning financialadvisor financialplanner investing money personalfinance retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You'll also be surprised by some of the stats we uncover as we dissect findings in the latest Age Wave study on retirement.
Video Recap: https://youtu.be/8YeA6nSCenY
We've had the pleasure of working with hundreds of families as they have planned and transitioned into retirement. Let’s dive in to this episode to explore how you can maximize these 4 phases of retirement through financial planning.
Outline of This Episode [1:44] The anticipation stage [7:20] Liberation/disorientation stage [13:45] The reinvention stage [17:44] The reflection and resolution stage [25:08] Today’s progress principle Resources & People Mentioned Longevity and the New Journey of Retirement Study Episode 36 - Money Can Buy Happiness Episode 165 - Why You Need a Professionally Prepared Estate Plan Connect With Us https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Follow Our Podcast Apple Podcasts Google Podcasts Spotify