“Most pre-retirees and retirees need and want help with the critical retirement decisions they face, but they’re not always certain where to find it.”

 

Is your retirement plan only scratching the surface? Our hosts Stephanie McCullough and Kevin Gaines uncover the common pitfalls that have kept retirees unprepared for the realities of their post-work years.

 

Drawing from the groundbreaking Stanford Center on Longevity study entitled Disconnected: Reality Versus Perception in Retirement Planning, Stephanie and Kevin talk about why it’s imperative to envision and plan for all aspects of retirement—beyond just your finances.

 

Learn how to overcome the natural human instincts that cause us to overlook important retirement considerations, and how to find advice specific to your unique life circumstances.

 

Our hosts also explain why retirement is a process rather than a destination, and how embracing flexibility can reduce financial stress and increase peace of mind. They explore how personal stories and periodic reminders can keep you on track, and why working with a real financial planner can provide invaluable holistic guidance.

 

 

Key Topics:

• Envisioning Your Later Years (4:56)
• “Human Beings Are Bad at Money.” (11:02)
• Overcoming Our Self-Imposed Planning Barriers (12:57)
• Just Yank the Bandaid Off! (15:20)
• Implementation Costs (19:30)
• Finding Advice Specific to You and Minimizing Uncertainty About Your Future (21:30)
• Which Of These Sentences Makes You Most Inspired to do Retirement Planning? (24:25)
• Financial Advisor vs “Stock Jockey” (28:45)
• Planning for Contingencies (30:02)

 

Resources:

• The study by Stanford Center on Longevity entitled Disconnected: Reality Versus Perception in Retirement Planning
• Take Back Retirement Episode 7: Here’s a Secret: We’re Guessing, and That’s OK
• Take Back Retirement Episode 95: Ready to Retire? Here are Five Crucial Questions to Ask Yourself

 

 

If you like what you’ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected]

 

You can find the transcript and more information about this episode at www.takebackretirement.com.

 

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