Nov 29 2024 25 mins 2
Scott recently met with a prospective client who asked, “Why isn’t the transition into retirement easy?” While there’s no “easy button” for retirement, it doesn’t have to feel overwhelming or confusing either. In today’s episode, Scott explores why retirement, or the transition into it, might feel difficult, and why many people find the process more challenging than expected.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:57 – The junk drawer of accounts
10:13 – Savers who have a hard time spending
15:58 – Putting together your retirement vision
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