Surprising Stats about the 4 Stages of Retirement, Ep #169

You have probably heard of the go-go, slow-go, and no-go years of retirement, but there is more to the retirement experience than these descriptors. On this episode of Financial Symmetry Allison Berger and I explore 4 stages of retirement as reported in a new study by Age Wave. 

As financial planners, we have 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

• Age Wave
• Episode 36 - Money Can Buy Happiness
• Episode 165 - Why You Need a Professionally Prepared Estate Plan

Connect With Chad and Mike

• https://www.financialsymmetry.com/podcast-archive/ 
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

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