Why does retirement feel exciting for some—and overwhelming for others? In this episode, Brandon Bowen explores the emotional shift from earning a paycheck to relying on your savings for income. He discusses how identity, market uncertainty, and fear of running out of money can shape retirement decisions. Through real-life examples, Brandon explains how organizing assets into purpose-driven “buckets” and having a structured plan can change the way people approach retirement. The conversation highlights how preparation, income strategy, and ongoing adjustments play a role in navigating this major life transition.

 

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