The conversation discusses the psychological phases of retirement, as described in the book 'The Four Phases of Retirement' by Riley Moynes. The four phases are: the vacation phase, the feeling lost phase, the trial and error phase, and the reinvent and rewire phase.  Weston Lindeman also explores ancient wisdom from Roman and Greek philosophers and how it relates to retirement planning. The key takeaways include the importance of preparation, self-knowledge, preserving wealth, and prioritizing retirement goals.

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Roberts Wealth Management

 

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