Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You'll also be surprised by some of the stats we uncover as we dissect findings in the latest Age Wave study on retirement. 

Video Recap: https://youtu.be/8YeA6nSCenY

We've had the pleasure of working with hundreds of families as they have planned and transitioned into retirement. Let’s dive in to this episode to explore how you can maximize these 4 phases of retirement through financial planning.

Outline of This Episode

• [1:44] The anticipation stage
• [7:20] Liberation/disorientation stage
• [13:45] The reinvention stage
• [17:44] The reflection and resolution stage
• [25:08] Today’s progress principle

Resources & People Mentioned

• Longevity and the New Journey of Retirement Study
• Episode 36 - Money Can Buy Happiness
• Episode 165 - Why You Need a Professionally Prepared Estate Plan

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