Pre-Retirement Planning: How to Set Yourself Up for Success

10/07/2025 43 min
Pre-Retirement Planning:  How to Set Yourself Up for Success

Listen "Pre-Retirement Planning: How to Set Yourself Up for Success"

Episode Synopsis

This episode explores the softer side of retirement planning that many people don't fully consider. Transitioning from daily work to retirement can bring changes to one's identity and purpose, social connections, mental and emotional health, lifestyle and routine, and spousal relationship dynamics. We discuss many of the benefits -- and pitfalls -- we've learned through professional experience.