I recently had the pleasure of joining The Boomer Woman’s Podcast to talk about something that’s often overlooked in retirement planning: the emotional and lifestyle side of this major life transition.
We covered so much in this conversation — from identity shifts and the five emotional stages of retirement, to why “just winging it” rarely works. If you’ve ever felt uncertain about what comes after work, or if you’re craving more than just financial security, this episode is for you.
🎧 Listen to the episode right here:
Or, if you prefer, you can listen to the full interview on Apple Podcasts.
Here’s a glimpse of what we discussed:
- The 5 stages of retirement and why many people get stuck in Stage 3: disenchantment
- How I support clients in building identity and purpose beyond the job title
- Common misconceptions that hold people back from enjoying this new chapter
- Why emotional planning is just as vital as financial planning
“You can have all the money in the world, but still feel lost if you haven’t thought about how you’ll spend your days — and who you’ll be — once the job ends.”
If anything I shared resonates with you, I’d love to continue the conversation.
📩 Click here to book a free 30-minute consultation
📘 Or download my free retirement guide to get started with your planning journey.
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