Ep 101: Retirement Planning From A Psychologist’s Point Of View

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.

 

Read the article here: https://www.psychologytoday.com/us/blog/next-change-is-inevitable-growth-is-optional/202208/the-psychological-investment-in-retirement 

 

Here is some of what you’ll learn on this show:

• Are you mentally prepared to walk away from a life and routine you’ve been used to? (2:24)
• What’s the number one thing retirees struggle with in retirement? (4:13)
• Why many retirees view this free time as a more stressful period of life. (7:03)
• The earlier you start in this area of retirement prep, the better you’ll do. (10:00)
• It’s common to struggle with this transition. (13:33)
• Is now a time to be converting IRA money to a Roth? (17:34)

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