Are you anxious about an abrupt transition to retirement? In this episode of Retirement Answers, I share the concept of phased retirement, where you can gradually reduce work hours or stress levels instead of stopping work entirely. I explain the financial and emotional benefits, offering practical advice for a smoother, more comfortable path to retirement.

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Email: [email protected]
Website: https://www.rivertreewealth.com
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Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

00:00 Introduction

00:48 The Anxiety of Full Retirement

01:25 Phased Retirement: A New Approach

02:37 Changes in Retirement Landscape

04:04 Practical Steps for Phased Retirement

05:17 Employer Negotiations and Alternatives

07:53 Consulting and Part-Time Work Options

11:45 Financial and Health Benefits

15:39 Finding Purpose in Retirement

17:19 Conclusion