Spending With Confidence in Retirement


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Jan 30 2025 11 mins   3

Retirement is a time for relaxation, exploration, and enjoying the fruits of years of hard work. However, for many, the transition from saving to spending can be a daunting challenge. It’s a common dilemma that we’ll discuss in this episode while offering up insightful strategies to help retirees spend with confidence.


Here’s some of what we discuss in this episode:



  • Shifting from the saving mindset of your working life to the spending mindset of retirement.

  • How proper planning can build up confidence for retirement.

  • The accumulation vs. distribution phases.

  • Not being overly confident.


Get in touch with the Peterson Financial team: https://petersonfg.com/