How to Prepare Mentally and Emotionally for Retirement

Retirement is a major life change that requires both financial and mental/emotional preparation. Here are 16 strategies to help you transition smoothly into retirement and create a fulfilling new chapter in your life.

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Preparing for retirement is more than just numbers. Dana Anspach and Fritz Gilbert dive into the emotional and mental transition into retirement, sharing how to find purpose and fulfillment beyond finances. Discover insights from real-life experiences and learn strategies to build a satisfying, purposeful life after work. Plus, explore the importance of relationships, curiosity, and personal growth.

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00:00 - Introduction: Preparing for Emotional and Mental Retirement
02:31 - Importance of Non-Financial Aspects in Retirement
06:04 - Building Purpose Through Curiosity and Exploration
12:22 - Retirement Relationships and Community Building
17:02 - Challenges and Blind Spots in Retirement
22:40 - Flexibility and Adaptability for a Happy Retirement
32:45 - Mastermind Groups and Social Connections
39:00 - Wisdom from Retirees: Finding Purpose and Fulfillment

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DISCLOSURES
This presentation is for informational purposes only and is not a solicitation to buy or sell securities or provide investment advice. Sensible Money, LLC (“SM”) is a registered investment adviser. Registration does not imply endorsement. For information on SM’s services and fees, you can find our disclosure documents at https://adviserinfo.sec.gov/firm/summ.... Charts or examples are for illustration only and do not guarantee future results. Past performance is not indicative of future outcomes, and investing involves risks, including the possibility of loss.