Stay Wealthy Retirement Podcast

Why 37% of Retirees Have Regrets (And How to Avoid Them)


Listen Later

"I planned for 30 years of expenses—but zero years of purpose."

This was a recent client's confession, and she's not alone.

In fact, nearly 40% of retirees say they wish they had waited longer to retire (and it's not about money).

In this episode, I'm revealing why even the most financially prepared retirees fall into identity crises and regret.

I'm also sharing my 5-step "Bridge Strategy" to help you retire with clarity and purpose, not just a seven-figure portfolio.

If you're planning FOR retirement but haven't considered what you're retiring TO, this episode is for you.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Need professional retirement & tax planning help?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

...more
View all episodesView all episodes
Download on the App Store

Stay Wealthy Retirement PodcastBy Taylor Schulte, CFP®

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

635 ratings


More shows like Stay Wealthy Retirement Podcast

View all
The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

2,002 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,944 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

451 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

813 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,307 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

451 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

548 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

756 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

556 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

599 Listeners

Sound Investing by Paul Merriman

Sound Investing

350 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

832 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

203 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

593 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,066 Listeners