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In this Friday Q&A, we tackle a common question from a soon-to-be retiree who is anxious about taking the leap into retirement despite strong financial standing. Discover the psychological challenges and mindset shifts necessary for a smooth transition into retirement.
Need help planning for retirement? 👉 Get started today: https://www.rivertreewealth.com/get-started
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Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
đź”” Subscribe to the channel and press the bell icon so you never miss a video!
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
00:00 Introduction
00:12 Today's Question
00:30 Financial Overview
01:24 Psychological Aspects of Retirement
02:34 Advice for a Smooth Transition
05:25 Encouragement
4.9
9898 ratings
In this Friday Q&A, we tackle a common question from a soon-to-be retiree who is anxious about taking the leap into retirement despite strong financial standing. Discover the psychological challenges and mindset shifts necessary for a smooth transition into retirement.
Need help planning for retirement? 👉 Get started today: https://www.rivertreewealth.com/get-started
---------------------------
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
đź”” Subscribe to the channel and press the bell icon so you never miss a video!
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
00:00 Introduction
00:12 Today's Question
00:30 Financial Overview
01:24 Psychological Aspects of Retirement
02:34 Advice for a Smooth Transition
05:25 Encouragement
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