Many people that listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations!

Video recap: https://youtu.be/pUvfv1815fw

You have done the hard work to accumulate plenty of assets and be on track to reach your financial retirement goals.

However, after a lifetime of accumulation, you may discover that you have a hard time letting go of your assets. I recently came across an article in Barron’s magazine called Retirees Aren’t Spending Enough of Their Nest Eggs. Here's Why. On this episode of Financial Symmetry, Allison Berger and I will discuss the reasons that some retirees are reluctant to spend their savings and explore strategies that you can use to ensure that you have a successful transition into retirement.

Outline of This Episode

• [1:33] Retirees aren’t spending enough of their nest eggs and here’s why
• [3:30] Why is there a reluctance to spend in retirement?
• [6:53] Tactics to spend
• [10:20] Create a retirement paycheck
• [12:26] Delay taking Social Security
• [14:48] Understand the tax tools available to you
• [19:31] Estate planning is not only about documents
• [22:05] Today’s progress principle

Resources & People Mentioned

• Retirees Aren’t Spending Enough of Their Nest Eggs. Here's Why
• The Journal of Financial Planning

Connect With Chad and Mike

• https://www.financialsymmetry.com/podcast-archive/ 
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

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