The Arsenal Money Clip Podcast

The Psychology Behind a Fulfilling Retirement: A Conversation With Dr. Carol Perlman


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Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they welcome psychologist Dr. Carol Perlman on to talk about preparing for retirement with practical tools for routine and constructing positive narratives and identity that help you thrive, not just stop working. Take a listen to hear about:

  • Why retirement psychology matters  
  • How to control identity, purpose, and routine shifts  
  • The importance of time management and weekly planning
  • How to choose the narratives that help you
  • The four buckets to plan time for: productive, social, health, meaning
  • How to address spending-from-the-pile anxiety
  • Semi-retirement as an alternative
  • Then finish up with some mom jokes from Jeremy

Connect with Dr. Carol Perlman at carolperlman.com or on Instagram and take a listen to the Healthy Habits for Life podcast.

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

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The Arsenal Money Clip PodcastBy Arsenal Financial