PFR Nation,

I recentlydiscovered a Ted Talk by Dr. Riley Moynes about the “4 phases of retirement.” 

We talk a lotabout the financial side of retirement planning.

-             Safe withdrawal rates

-             Tax efficiency

-             Investing to and through retirement

-             Legacy

-             Insurance

However, it’s equally important to understand and thinkabout the softer side of retirement planning. In this episode, you will want to hear Dr. Moynes’ take on the 4 phases,and I’ll talk about a real-life hero in the College Football world that canhopefully inspire you to SKIP the dark and depressing phase! 

I hope you enjoy this one.

-Kevin

Takeaways

·     Retirement is not just a financialtransition; it's an emotional journey.

·     Understanding the four phases ofretirement can help avoid pitfalls.

·     The vacation phase is characterized byfreedom and excitement.

·     The loss phase involves identity andpurpose challenges.

·     Michael Phelps' experience illustratesthe emotional struggles of retirement.

·     Therapy and seeking help can be crucialduring transitions.

·     Finding new meaning in retirement isessential for fulfillment.

·     Engaging in service and mentoring canenhance retirement satisfaction.

·     Financial independence allows forexploration of new passions.

·     Planning for purpose in retirementshould start before retirement begins.

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This is for general education purposes only and should not be considered as tax, legal or investment advice.