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From Saver to Spender: The Mindset Shift That Shapes Retirement | EP 51
You planned, saved, and sacrificed for decades, so why is spending in retirement so hard?
After a lifetime of discipline and diligent saving, retirement arrives… and with it, an unexpected emotional hurdle: switching from saving to spending. Not because the numbers don’t add up, but because the mindset does. In this episode of Make It Personal, we dive deep into one of retirement’s most overlooked challenges: the emotional transition from wealth-building to wealth-using.
In this episode, you’ll learn:
→ Why spending after decades of saving triggers anxiety, even when you’re financially prepared
→ How your identity as a saver can make it hard to embrace retirement freedom
→ The “battery” analogy that helps reframe the role of your savings
→ Four proven strategies to move from fear to confidence
→ Why purposeful spending is the next chapter of disciplined living
Connect with Mutual of Omaha Advisors through the following links:
→ Download The Game of the Decade eBook
→ Download the Seven Principles eBook
→ Facebook - Mutual of Omaha Advisors
→ Sign Up For a Free Financial Strategy Meeting
--
Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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By Mutual of Omaha AdvisorsYou planned, saved, and sacrificed for decades, so why is spending in retirement so hard?
After a lifetime of discipline and diligent saving, retirement arrives… and with it, an unexpected emotional hurdle: switching from saving to spending. Not because the numbers don’t add up, but because the mindset does. In this episode of Make It Personal, we dive deep into one of retirement’s most overlooked challenges: the emotional transition from wealth-building to wealth-using.
In this episode, you’ll learn:
→ Why spending after decades of saving triggers anxiety, even when you’re financially prepared
→ How your identity as a saver can make it hard to embrace retirement freedom
→ The “battery” analogy that helps reframe the role of your savings
→ Four proven strategies to move from fear to confidence
→ Why purposeful spending is the next chapter of disciplined living
Connect with Mutual of Omaha Advisors through the following links:
→ Download The Game of the Decade eBook
→ Download the Seven Principles eBook
→ Facebook - Mutual of Omaha Advisors
→ Sign Up For a Free Financial Strategy Meeting
--
Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.